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Northstar Wealth Partners’s Otis Worldwide OTIS Stock Holding History

Northstar Wealth Partners’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 		$331K Sell
5,314
-1,967
-27% -$120K 0.15% 109
2020
Q2 		$414K Buy
+7,281
New +$377K 0.17% 112

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

Northstar Wealth Partners's OTIS Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Otis Worldwide (OTIS) stake by 27% in Q3 2020, selling an estimated $120K and leaving 5,314 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #109.

Northstar Wealth Partners first reported a position in OTIS in Q2 2020 and has held it in 2 quarters since. The position peaked at $414K in Q2 2020. 1,112 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Northstar Wealth Partners held 5,314 shares of Otis Worldwide worth $331K as of Q3 2020.
  • Northstar Wealth Partners sold 1,967 Otis Worldwide shares in Q3 2020, an estimated $120K.
  • Otis Worldwide made up 0.15% of Northstar Wealth Partners's portfolio in Q3 2020, its #109 holding.
  • Northstar Wealth Partners first reported a position in Otis Worldwide in Q2 2020 and has held it in 2 quarters since.
  • Northstar Wealth Partners's Otis Worldwide position peaked at $414K in Q2 2020.
  • 1,112 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.