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Sonora Investment Management’s Otis Worldwide OTIS Stock Holding History

Sonora Investment Management’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 		$130K Hold
1,582
– – 0.02% 266
2021
Q2 		$129K Buy
1,582
+3
+0.2% +$231 0.02% 249
2021
Q1 		$108K Buy
1,579
+480
+44% +$31.4K 0.01% 398
2020
Q4 		$74K Buy
1,099
+433
+65% +$28.1K 0.01% 499
2020
Q3 		$42K Sell
666
-5
-0.7% -$306 ﹤0.01% 646
2020
Q2 		$38K Buy
+671
New +$34.8K ﹤0.01% 580

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sonora Investment Management's OTIS Position: Q3 2021 in Review

Sonora Investment Management held its Otis Worldwide (OTIS) position steady in Q3 2021 at 1,582 shares worth $130K. The position accounts for 0.02% of the portfolio, ranked #266.

Sonora Investment Management first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. 1,140 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

  • Sonora Investment Management held 1,582 shares of Otis Worldwide worth $130K as of Q3 2021.
  • Sonora Investment Management left its Otis Worldwide share count unchanged in Q3 2021.
  • Otis Worldwide made up 0.02% of Sonora Investment Management's portfolio in Q3 2021, its #266 holding.
  • Sonora Investment Management first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
  • 1,140 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.