SFSIG
OTIS icon

San Francisco Sentry Investment Group’s Otis Worldwide OTIS Stock Holding History

San Francisco Sentry Investment Group’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
Q2 		$20K Sell
236
-50
-17% -$3.85K 0.01% 477
2021
Q1 		$19K Sell
286
-155
-35% -$10.1K 0.01% 500
2020
Q4 		$29K Hold
441
– – 0.01% 425
2020
Q3 		$27K Sell
441
-182
-29% -$11.1K 0.01% 403
2020
Q2 		$35K Buy
+623
New +$32.3K 0.02% 370

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

San Francisco Sentry Investment Group's OTIS Position: Q2 2021 in Review

San Francisco Sentry Investment Group reduced its Otis Worldwide (OTIS) stake by 17% in Q2 2021, selling an estimated $3.85K and leaving 236 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #477.

San Francisco Sentry Investment Group first reported a position in OTIS in Q2 2020 and has held it in 5 quarters since. The position peaked at $35K in Q2 2020. 1,136 funds tracked by Wall St. Rank hold OTIS as of Q2 2021.

  • San Francisco Sentry Investment Group held 236 shares of Otis Worldwide worth $20K as of Q2 2021.
  • San Francisco Sentry Investment Group sold 50 Otis Worldwide shares in Q2 2021, an estimated $3.85K.
  • Otis Worldwide made up 0.01% of San Francisco Sentry Investment Group's portfolio in Q2 2021, its #477 holding.
  • San Francisco Sentry Investment Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 5 quarters since.
  • San Francisco Sentry Investment Group's Otis Worldwide position peaked at $35K in Q2 2020.
  • 1,136 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2021.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.