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Shine Investment Advisory Services’s Otis Worldwide OTIS Stock Holding History

Shine Investment Advisory Services’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 		$19K Sell
311
-27
-8% -$1.65K 0.01% 458
2020
Q2 		$19K Buy
+338
New +$17.5K 0.01% 462

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 $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
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

Shine Investment Advisory Services's OTIS Position: Q3 2020 in Review

Shine Investment Advisory Services reduced its Otis Worldwide (OTIS) stake by 8% in Q3 2020, selling an estimated $1.65K and leaving 311 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #458.

Shine Investment Advisory Services first reported a position in OTIS in Q2 2020 and has held it in 2 quarters since. 1,112 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Shine Investment Advisory Services held 311 shares of Otis Worldwide worth $19K as of Q3 2020.
  • Shine Investment Advisory Services sold 27 Otis Worldwide shares in Q3 2020, an estimated $1.65K.
  • Otis Worldwide made up 0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #458 holding.
  • Shine Investment Advisory Services first reported a position in Otis Worldwide in Q2 2020 and has held it in 2 quarters since.
  • 1,112 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.