ANRIA
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American National Registered Investment Advisor’s Otis Worldwide OTIS Stock Holding History

American National Registered Investment Advisor’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 		$327K Sell
4,248
-192
-4% -$15.3K 0.12% 208
2021
Q4 		$387K Sell
4,440
-1
-0% -$84 0.13% 193
2021
Q3 		$365K Sell
4,441
-26
-0.6% -$2.29K 0.13% 187
2021
Q2 		$365K Sell
4,467
-46
-1% -$3.54K 0.13% 190
2021
Q1 		$309K Sell
4,513
-4
-0.1% -$261 0.12% 200
2020
Q4 		$305K Hold
4,517
– – 0.12% 186
2020
Q3 		$282K Hold
4,517
– – 0.13% 170
2020
Q2 		$257K Buy
+4,517
New +$234K 0.13% 175

Other funds holding OTIS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Capital Research Global Investors
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