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CSat Investment Advisory’s Otis Worldwide OTIS Stock Holding History

CSat Investment Advisory’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
Q1 		$32K Buy
462
+108
+31% +$7.06K 0.03% 298
2020
Q4 		$24K Sell
354
-788
-69% -$51.1K 0.02% 304
2020
Q3 		$71K Sell
1,142
-22
-2% -$1.35K 0.01% 596
2020
Q2 		$66K Buy
+1,164
New +$60.3K 0.01% 622

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

CSat Investment Advisory's OTIS Position: Q1 2021 in Review

CSat Investment Advisory increased its Otis Worldwide (OTIS) stake by 31% in Q1 2021, buying an estimated $7.06K and bringing the position to 462 shares worth $32K. The position accounts for 0.03% of the portfolio, ranked #298.

CSat Investment Advisory first reported a position in OTIS in Q2 2020 and has held it in 4 quarters since. The position peaked at $71K in Q3 2020. 1,128 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • CSat Investment Advisory held 462 shares of Otis Worldwide worth $32K as of Q1 2021.
  • CSat Investment Advisory bought 108 Otis Worldwide shares in Q1 2021, an estimated $7.06K.
  • Otis Worldwide made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #298 holding.
  • CSat Investment Advisory first reported a position in Otis Worldwide in Q2 2020 and has held it in 4 quarters since.
  • CSat Investment Advisory's Otis Worldwide position peaked at $71K in Q3 2020.
  • 1,128 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.