Number of Shares
8,932.00
Current Holdings Value*
$603,360.00
% of Portfolio
2.89%
Total Estimate Gain
$414,102.20
% of Total Estimate Gain
87.35%

Guinness Atkinson Dividend Builder Fund's Otis Worldwide Corp Holding Summary

As of 2020-12-31, GUINNESS ATKINSON FUNDS held 8,932.00 shares of Otis Worldwide Corp(OTIS), totaling $603,360.00. This investment constitutes 2.89% of their stock portfolio, and GUINNESS ATKINSON FUNDS now holds 0% of the outstanding Otis Worldwide Corp(OTIS) stock.

The initial trade took place in 2020Q2. And since then Guinness Atkinson Dividend Builder Fund has made 2 purchases of OTIS, at an average price of $53.08, for a total of 8,932.00 shares. Based on historical transaction data and OTIS's current price of $99.44, Guinness Atkinson Dividend Builder Fund's estimated gain on his OTIS holdings is $414,102.20, reflecting a 87.35% gain to date.

Guinness Atkinson Dividend Builder Fund OTIS ($99.44) Holding Chart

Guinness Atkinson Dividend Builder Fund OTIS ($99.44) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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