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Boussard & Gavaudan Investment Management’s Otis Worldwide OTIS Stock Holding History

Boussard & Gavaudan Investment Management’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 		– Sell
-94,375
Closed -$5.98M – 71
2020
Q3 		$5.98M Sell
94,375
-167,828
-64% -$10.3M 0.77% 17
2020
Q2 		$14.7K Buy
+262,203
New +$13.6M 2.79% 5

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 $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boussard & Gavaudan Investment Management's OTIS Position: Q4 2020 in Review

Boussard & Gavaudan Investment Management sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 94,375 shares — an estimated $5.98M sold.

Boussard & Gavaudan Investment Management first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $5.98M in Q3 2020. 1,166 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Boussard & Gavaudan Investment Management reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Boussard & Gavaudan Investment Management sold 94,375 Otis Worldwide shares in Q4 2020, an estimated $5.98M.
  • Boussard & Gavaudan Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Boussard & Gavaudan Investment Management's Otis Worldwide position peaked at $5.98M in Q3 2020.
  • 1,166 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Boussard & Gavaudan Investment Management's 13F filing for Q4 2020, filed 10 Feb 2021.