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Aperio Group’s Otis Worldwide OTIS Stock Holding History

Aperio Group’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
2020
Q4 		$11M Buy
162,509
+6,389
+4% +$414K 0.03% 514
2020
Q3 		$9.74M Sell
156,120
-1,942
-1% -$119K 0.03% 490
2020
Q2 		$8.99M Buy
+158,062
New +$8.19M 0.03% 497

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aperio Group's OTIS Position: Q4 2020 in Review

Aperio Group increased its Otis Worldwide (OTIS) stake by 4.1% in Q4 2020, buying an estimated $414K and bringing the position to 162,509 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #514.

Aperio Group first reported a position in OTIS in Q2 2020 and has held it in 3 quarters since. 1,166 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Aperio Group held 162,509 shares of Otis Worldwide worth $11M as of Q4 2020.
  • Aperio Group bought 6,389 Otis Worldwide shares in Q4 2020, an estimated $414K.
  • Otis Worldwide made up 0.03% of Aperio Group's portfolio in Q4 2020, its #514 holding.
  • Aperio Group first reported a position in Otis Worldwide in Q2 2020 and has held it in 3 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.