UFG
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United Fire Group’s Otis Worldwide OTIS Stock Holding History

United Fire Group’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
-3,250
Closed -$203K – 104
2020
Q3 		$203K Hold
3,250
– – 0.1% 80
2020
Q2 		$185K Buy
+3,250
New +$168K 0.09% 83

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

United Fire Group's OTIS Position: Q4 2020 in Review

United Fire Group sold out of Otis Worldwide (OTIS) in Q4 2020, closing a stake of 3,250 shares — an estimated $203K sold.

United Fire Group first reported a position in OTIS in Q2 2020 and held it in 2 quarters. The position peaked at $203K in Q3 2020. 1,165 funds tracked by Wall St. Rank hold OTIS as of Q4 2020.

  • United Fire Group reported no remaining Otis Worldwide position as of Q4 2020 after selling out during the quarter.
  • United Fire Group sold 3,250 Otis Worldwide shares in Q4 2020, an estimated $203K.
  • United Fire Group first reported a position in Otis Worldwide in Q2 2020 and held it in 2 quarters.
  • United Fire Group's Otis Worldwide position peaked at $203K in Q3 2020.
  • 1,165 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2020.

Based on United Fire Group's 13F filing for Q4 2020, filed 12 Feb 2021.