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Rampart Investment Management’s Otis Worldwide OTIS Stock Holding History

Rampart 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
-1,425
Closed -$89K – 272
2020
Q3 		$89K Sell
1,425
-8,243
-85% -$504K 0.06% 271
2020
Q2 		$550K Buy
+9,668
New +$501K 0.09% 239

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

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

Rampart Investment Management sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 1,425 shares — an estimated $89K sold.

Rampart Investment Management first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $550K in Q2 2020. 1,166 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • Rampart Investment Management reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • Rampart Investment Management sold 1,425 Otis Worldwide shares in Q4 2020, an estimated $89K.
  • Rampart Investment Management first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • Rampart Investment Management's Otis Worldwide position peaked at $550K in Q2 2020.
  • 1,166 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Rampart Investment Management's 13F filing for Q4 2020.