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Stearns Financial Services Group’s Otis Worldwide OTIS Stock Holding History

Stearns Financial Services 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
2020
Q3 		$301K Sell
4,825
-2,023
-30% -$124K 0.05% 120
2020
Q2 		$389K Buy
+6,848
New +$355K 0.06% 98

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stearns Financial Services Group's OTIS Position: Q3 2020 in Review

Stearns Financial Services Group reduced its Otis Worldwide (OTIS) stake by 30% in Q3 2020, selling an estimated $124K and leaving 4,825 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #120.

Stearns Financial Services Group first reported a position in OTIS in Q2 2020 and has held it in 2 quarters since. The position peaked at $389K in Q2 2020. 1,112 funds tracked by Wall St. Rank hold OTIS as of Q3 2020.

  • Stearns Financial Services Group held 4,825 shares of Otis Worldwide worth $301K as of Q3 2020.
  • Stearns Financial Services Group sold 2,023 Otis Worldwide shares in Q3 2020, an estimated $124K.
  • Otis Worldwide made up 0.05% of Stearns Financial Services Group's portfolio in Q3 2020, its #120 holding.
  • Stearns Financial Services Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 2 quarters since.
  • Stearns Financial Services Group's Otis Worldwide position peaked at $389K in Q2 2020.
  • 1,112 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.