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Saturna Capital’s Otis Worldwide OTIS Stock Holding History

Saturna Capital’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 		– Sell
-35,604
Closed -$2.4M – 175
2020
Q4 		$2.4M Hold
35,604
– – 0.05% 78
2020
Q3 		$2.22M Sell
35,604
-750
-2% -$45.9K 0.06% 77
2020
Q2 		$2.07M Buy
+36,354
New +$1.88M 0.06% 76

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Saturna Capital's OTIS Position: Q1 2021 in Review

Saturna Capital sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 35,604 shares — an estimated $2.4M sold.

Saturna Capital first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $2.4M in Q4 2020. 1,129 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Saturna Capital reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Saturna Capital sold 35,604 Otis Worldwide shares in Q1 2021, an estimated $2.4M.
  • Saturna Capital first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Saturna Capital's Otis Worldwide position peaked at $2.4M in Q4 2020.
  • 1,129 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Saturna Capital's 13F filing for Q1 2021, filed 14 May 2021.