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Sullivan, Bruyette, Speros & Blaney’s Otis Worldwide OTIS Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 		$175K Buy
2,563
+749
+41% +$49K 0.01% 328
2020
Q4 		$123K Sell
1,814
-18
-1% -$1.17K 0.01% 365
2020
Q3 		$114K Sell
1,832
-198
-10% -$12.1K 0.01% 328
2020
Q2 		$115K Buy
+2,030
New +$105K 0.01% 308

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

Sullivan, Bruyette, Speros & Blaney's OTIS Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney increased its Otis Worldwide (OTIS) stake by 41% in Q1 2021, buying an estimated $49K and bringing the position to 2,563 shares worth $175K. The position accounts for 0.01% of the portfolio, ranked #328.

Sullivan, Bruyette, Speros & Blaney first reported a position in OTIS in Q2 2020 and has held it in 4 quarters since. 1,128 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Sullivan, Bruyette, Speros & Blaney held 2,563 shares of Otis Worldwide worth $175K as of Q1 2021.
  • Sullivan, Bruyette, Speros & Blaney bought 749 Otis Worldwide shares in Q1 2021, an estimated $49K.
  • Otis Worldwide made up 0.01% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #328 holding.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in Otis Worldwide in Q2 2020 and has held it in 4 quarters since.
  • 1,128 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.