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Sun Life Financial’s Otis Worldwide OTIS Stock Holding History

Sun Life Financial’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
2023
Q2 		– Sell
-3,150
Closed -$265K – 62
2023
Q1 		$265K Hold
3,150
– – 0.02% 63
2022
Q4 		$248K Sell
3,150
-83
-3% -$6.13K 0.02% 63
2022
Q3 		$206K Sell
3,233
-633
-16% -$46.3K 0.02% 66
2022
Q2 		$274K Sell
3,866
-161
-4% -$11.9K 0.02% 66
2022
Q1 		$309K Sell
4,027
-134
-3% -$10.7K 0.01% 74
2021
Q4 		$362K Buy
4,161
+227
+6% +$19K 0.01% 74
2021
Q3 		$323K Buy
3,934
+923
+31% +$81.2K 0.02% 69
2021
Q2 		$246K Sell
3,011
-331
-10% -$25.5K 0.01% 69
2021
Q1 		$228K Sell
3,342
-40
-1% -$2.62K 0.02% 115
2020
Q4 		$228K Sell
3,382
-239
-7% -$15.5K 0.03% 107
2020
Q3 		$226K Sell
3,621
-472
-12% -$28.9K 0.04% 117
2020
Q2 		$233K Buy
+4,093
New +$212K 0.05% 109

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sun Life Financial's OTIS Position: Q2 2023 in Review

Sun Life Financial sold out of Otis Worldwide (OTIS) in Q2 2023, closing a stake of 3,150 shares — an estimated $265K sold.

Sun Life Financial first reported a position in OTIS in Q2 2020 and held it in 12 quarters. The position peaked at $362K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold OTIS as of Q2 2023.

  • Sun Life Financial reported no remaining Otis Worldwide position as of Q2 2023 after selling out during the quarter.
  • Sun Life Financial sold 3,150 Otis Worldwide shares in Q2 2023, an estimated $265K.
  • Sun Life Financial first reported a position in Otis Worldwide in Q2 2020 and held it in 12 quarters.
  • Sun Life Financial's Otis Worldwide position peaked at $362K in Q4 2021.
  • 1,124 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2023.

Based on Sun Life Financial's 13F filing for Q2 2023, filed 11 Aug 2023.