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Winslow Evans & Crocker’s Otis Worldwide OTIS Stock Holding History

Winslow Evans & Crocker’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
Q4 		$320K Buy
4,741
+318
+7% +$20.6K 0.06% 256
2020
Q3 		$276K Buy
4,423
+101
+2% +$6.18K 0.07% 236
2020
Q2 		$246K Buy
+4,322
New +$224K 0.07% 248

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Winslow Evans & Crocker's OTIS Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Otis Worldwide (OTIS) stake by 7.2% in Q4 2020, buying an estimated $20.6K and bringing the position to 4,741 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #256.

Winslow Evans & Crocker first reported a position in OTIS in Q2 2020 and has held it in 3 quarters since. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Winslow Evans & Crocker held 4,741 shares of Otis Worldwide worth $320K as of Q4 2020.
  • Winslow Evans & Crocker bought 318 Otis Worldwide shares in Q4 2020, an estimated $20.6K.
  • Otis Worldwide made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #256 holding.
  • Winslow Evans & Crocker first reported a position in Otis Worldwide in Q2 2020 and has held it in 3 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.