American National Insurance’s Otis Worldwide OTIS Stock Holding History

American National Insurance’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
2022 Q1	$385K	Sell	5,001 -1,211	-19%	-$96.8K	0.1%	218
2021 Q4	$541K	Sell	6,212 -50,166	-89%	-$4.2M	0.12%	209
2021 Q3	$4.64M	Sell	56,378 -40	-0.1%	-$3.52K	0.17%	163
2021 Q2	$4.61M	Sell	56,418 -65	-0.1%	-$5K	0.17%	171
2021 Q1	$3.87M	Sell	56,483 -40	-0.1%	-$2.62K	0.16%	178
2020 Q4	$3.82M	Hold	56,523	–	–	0.16%	166
2020 Q3	$3.53M	Hold	56,523	–	–	0.17%	145
2020 Q2	$3.21M	Buy	+56,523	New	+$2.93M	0.17%	150

Other funds holding OTIS

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.94B AUM 13.53% 1-Year Est. Return

American National Insurance's OTIS Position: Q1 2022 in Review

American National Insurance reduced its Otis Worldwide (OTIS) stake by 19% in Q1 2022, selling an estimated $96.8K and leaving 5,001 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #218.

American National Insurance first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $4.64M in Q3 2021. 1,144 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

American National Insurance held 5,001 shares of Otis Worldwide worth $385K as of Q1 2022.
American National Insurance sold 1,211 Otis Worldwide shares in Q1 2022, an estimated $96.8K.
Otis Worldwide made up 0.1% of American National Insurance's portfolio in Q1 2022, its #218 holding.
American National Insurance first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
American National Insurance's Otis Worldwide position peaked at $4.64M in Q3 2021.
1,144 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

Based on American National Insurance's 13F filing for Q1 2022, filed 13 May 2022.