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World Asset Management’s Otis Worldwide OTIS Stock Holding History

World Asset 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
2021
Q3 		$810K Sell
9,841
-817
-8% -$71.8K 0.08% 247
2021
Q2 		$872K Sell
10,658
-633
-6% -$48.7K 0.08% 249
2021
Q1 		$879K Sell
11,291
-2,604
-19% -$170K 0.08% 254
2020
Q4 		$939K Sell
13,895
-1,255
-8% -$81.4K 0.09% 219
2020
Q3 		$946K Sell
15,150
-873
-5% -$53.4K 0.1% 200
2020
Q2 		$911K Buy
+16,023
New +$830K 0.1% 200

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

World Asset Management's OTIS Position: Q3 2021 in Review

World Asset Management reduced its Otis Worldwide (OTIS) stake by 7.7% in Q3 2021, selling an estimated $71.8K and leaving 9,841 shares worth $810K. The position accounts for 0.08% of the portfolio, ranked #247.

World Asset Management first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $946K in Q3 2020. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • World Asset Management held 9,841 shares of Otis Worldwide worth $810K as of Q3 2021.
  • World Asset Management sold 817 Otis Worldwide shares in Q3 2021, an estimated $71.8K.
  • Otis Worldwide made up 0.08% of World Asset Management's portfolio in Q3 2021, its #247 holding.
  • World Asset Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • World Asset Management's Otis Worldwide position peaked at $946K in Q3 2020.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on World Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.