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Essex Investment Management’s Otis Worldwide OTIS Stock Holding History

Essex 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
-100
Closed -$6K – 502
2020
Q3 		$6K Buy
+100
New +$6.12K ﹤0.01% 454

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 $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

Essex Investment Management's OTIS Position: Q4 2020 in Review

Essex Investment Management sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 100 shares — an estimated $6K sold.

Essex Investment Management first reported a position in OTIS in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 1,166 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Essex Investment Management reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Essex Investment Management sold 100 Otis Worldwide shares in Q4 2020, an estimated $6K.
  • Essex Investment Management first reported a position in Otis Worldwide in Q3 2020 and held it in 1 quarter.
  • Essex Investment Management's Otis Worldwide position peaked at $6K in Q3 2020.
  • 1,166 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Essex Investment Management's 13F filing for Q4 2020, filed 12 Feb 2021.