EPM
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Equitec Proprietary Markets’s Otis Worldwide OTIS Stock Holding History

Equitec Proprietary Markets’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 		$189K Hold
2,800
– – 0.05% 76
2020
Q3 		$175K Buy
+2,800
New +$171K 0.13% 54

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

Equitec Proprietary Markets's OTIS Position: Q4 2020 in Review

Equitec Proprietary Markets held its Otis Worldwide (OTIS) position steady in Q4 2020 at 2,800 shares worth $189K. The position accounts for 0.05% of the portfolio, ranked #76.

Equitec Proprietary Markets first reported a position in OTIS in Q3 2020 and has held it in 2 quarters since. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Equitec Proprietary Markets held 2,800 shares of Otis Worldwide worth $189K as of Q4 2020.
  • Equitec Proprietary Markets left its Otis Worldwide share count unchanged in Q4 2020.
  • Otis Worldwide made up 0.05% of Equitec Proprietary Markets's portfolio in Q4 2020, its #76 holding.
  • Equitec Proprietary Markets first reported a position in Otis Worldwide in Q3 2020 and has held it in 2 quarters since.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Equitec Proprietary Markets's 13F filing for Q4 2020, filed 26 Jan 2021.