TIAM2
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Tru Independence Asset Management 2’s Otis Worldwide OTIS Stock Holding History

Tru Independence Asset Management 2’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
-910
Closed -$61K – 320
2020
Q4 		$61K Buy
+910
New +$59K 0.05% 163

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Tru Independence Asset Management 2's OTIS Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 910 shares — an estimated $61K sold.

Tru Independence Asset Management 2 first reported a position in OTIS in Q4 2020 and held it in 1 quarter. The position peaked at $61K in Q4 2020. 1,129 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 910 Otis Worldwide shares in Q1 2021, an estimated $61K.
  • Tru Independence Asset Management 2 first reported a position in Otis Worldwide in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's Otis Worldwide position peaked at $61K in Q4 2020.
  • 1,129 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.