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Marino Stram & Associates’s Otis Worldwide OTIS Stock Holding History

Marino Stram & Associates’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 		– Sell
-6,001
Closed -$491K – 246
2021
Q2 		$491K Buy
+6,001
New +$462K 0.13% 126

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

Marino Stram & Associates's OTIS Position: Q3 2021 in Review

Marino Stram & Associates sold out of Otis Worldwide (OTIS) in Q3 2021, closing a stake of 6,001 shares — an estimated $491K sold.

Marino Stram & Associates first reported a position in OTIS in Q2 2021 and held it in 1 quarter. The position peaked at $491K in Q2 2021. 1,139 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Marino Stram & Associates reported no remaining Otis Worldwide position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 6,001 Otis Worldwide shares in Q3 2021, an estimated $491K.
  • Marino Stram & Associates first reported a position in Otis Worldwide in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's Otis Worldwide position peaked at $491K in Q2 2021.
  • 1,139 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.