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Sowa Financial Group’s Otis Worldwide OTIS Stock Holding History

Sowa Financial 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
Q1 		– Sell
-150
Closed -$10K – 175
2020
Q4 		$10K Sell
150
-316
-68% -$20.5K 0.01% 235
2020
Q3 		$29K Hold
466
– – 0.02% 150
2020
Q2 		$26K Buy
+466
New +$24.1K 0.02% 152

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Sowa Financial Group's OTIS Position: Q1 2021 in Review

Sowa Financial Group sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 150 shares — an estimated $10K sold.

Sowa Financial Group first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $29K in Q3 2020. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Sowa Financial Group reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 150 Otis Worldwide shares in Q1 2021, an estimated $10K.
  • Sowa Financial Group first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Sowa Financial Group's Otis Worldwide position peaked at $29K in Q3 2020.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.