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Voya Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Voya Financial Advisors’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
-3,305
Closed -$221K – 681
2020
Q4 		$221K Sell
3,305
-556
-14% -$36.1K 0.01% 587
2020
Q3 		$241K Sell
3,861
-1,387
-26% -$84.8K 0.01% 522
2020
Q2 		$297K Buy
+5,248
New +$272K 0.02% 469

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

Voya Financial Advisors's OTIS Position: Q1 2021 in Review

Voya Financial Advisors sold out of Otis Worldwide (OTIS) in Q1 2021, closing a stake of 3,305 shares — an estimated $221K sold.

Voya Financial Advisors first reported a position in OTIS in Q2 2020 and held it in 3 quarters. The position peaked at $297K in Q2 2020. 1,127 funds tracked by Wall St. Rank hold OTIS as of Q1 2021.

  • Voya Financial Advisors reported no remaining Otis Worldwide position as of Q1 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 3,305 Otis Worldwide shares in Q1 2021, an estimated $221K.
  • Voya Financial Advisors first reported a position in Otis Worldwide in Q2 2020 and held it in 3 quarters.
  • Voya Financial Advisors's Otis Worldwide position peaked at $297K in Q2 2020.
  • 1,127 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2021.

Based on Voya Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.