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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BCF

BLS Capital Fondsmaeglerselskab Klampenborg, Denmark $2.6B AUM 16.18% 1-Year Est. Return

American National Registered Investment Advisor's OTIS Position: Q1 2022 in Review

American National Registered Investment Advisor reduced its Otis Worldwide (OTIS) stake by 4.3% in Q1 2022, selling an estimated $15.3K and leaving 4,248 shares worth $327K. The position accounts for 0.12% of the portfolio, ranked #208.

American National Registered Investment Advisor first reported a position in OTIS in Q2 2020 and has held it in 8 quarters since. The position peaked at $387K in Q4 2021. 1,143 funds tracked by Wall St. Rank hold OTIS as of Q1 2022.

American National Registered Investment Advisor held 4,248 shares of Otis Worldwide worth $327K as of Q1 2022.
American National Registered Investment Advisor sold 192 Otis Worldwide shares in Q1 2022, an estimated $15.3K.
Otis Worldwide made up 0.12% of American National Registered Investment Advisor's portfolio in Q1 2022, its #208 holding.
American National Registered Investment Advisor first reported a position in Otis Worldwide in Q2 2020 and has held it in 8 quarters since.
American National Registered Investment Advisor's Otis Worldwide position peaked at $387K in Q4 2021.
1,143 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2022.

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