Rational Advisors’s Otis Worldwide OTIS Stock Holding History

Rational Advisors’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	-67	Closed	-$4K	–	494
2020 Q3	$4K	Buy	+67	New	+$4.1K	﹤0.01%	404

Other funds holding OTIS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Rational Advisors's OTIS Position: Q4 2020 in Review

Rational Advisors sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 67 shares — an estimated $4K sold.

Rational Advisors first reported a position in OTIS in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

Rational Advisors reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 67 Otis Worldwide shares in Q4 2020, an estimated $4K.
Rational Advisors first reported a position in Otis Worldwide in Q3 2020 and held it in 1 quarter.
Rational Advisors's Otis Worldwide position peaked at $4K in Q3 2020.
1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.