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Jeppson Wealth Management’s Otis Worldwide OTIS Stock Holding History

Jeppson Wealth 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
-127
Closed -$8K – 349
2020
Q3 		$8K Buy
+127
New +$7.77K 0.01% 416

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

Jeppson Wealth Management's OTIS Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 127 shares — an estimated $8K sold.

Jeppson Wealth Management first reported a position in OTIS in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 127 Otis Worldwide shares in Q4 2020, an estimated $8K.
  • Jeppson Wealth Management first reported a position in Otis Worldwide in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Otis Worldwide position peaked at $8K in Q3 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.