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Whitegate Investment Counselors’s Otis Worldwide OTIS Stock Holding History

Whitegate Investment Counselors’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-4,719
Closed -$268K – 203
2020
Q2 		$268K Buy
+4,719
New +$245K 0.05% 170

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Whitegate Investment Counselors's OTIS Position: Q3 2020 in Review

Whitegate Investment Counselors sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 4,719 shares — an estimated $268K sold.

Whitegate Investment Counselors first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $268K in Q2 2020. 1,111 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Whitegate Investment Counselors reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
  • Whitegate Investment Counselors sold 4,719 Otis Worldwide shares in Q3 2020, an estimated $268K.
  • Whitegate Investment Counselors first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
  • Whitegate Investment Counselors's Otis Worldwide position peaked at $268K in Q2 2020.
  • 1,111 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Whitegate Investment Counselors's 13F filing for Q3 2020, filed 9 Oct 2020.