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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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return