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Woodley Farra Manion Portfolio Management’s Otis Worldwide OTIS Stock Holding History

Woodley Farra Manion Portfolio Management’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
-781
Closed -$44K – 306
2020
Q2 		$44K Buy
+781
New +$40.5K ﹤0.01% 179

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 $315B AUM 27.84% 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

Woodley Farra Manion Portfolio Management's OTIS Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of Otis Worldwide (OTIS) in Q3 2020, closing a stake of 781 shares — an estimated $44K sold.

Woodley Farra Manion Portfolio Management first reported a position in OTIS in Q2 2020 and held it in 1 quarter. The position peaked at $44K in Q2 2020. 1,112 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining Otis Worldwide position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 781 Otis Worldwide shares in Q3 2020, an estimated $44K.
  • Woodley Farra Manion Portfolio Management first reported a position in Otis Worldwide in Q2 2020 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's Otis Worldwide position peaked at $44K in Q2 2020.
  • 1,112 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.