Security National Bank of Sioux City Iowa’s Otis Worldwide OTIS Stock Holding History

Security National Bank of Sioux City Iowa’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
2023 Q4	–	Sell	-6,329	Closed	-$508K	–	94
2023 Q3	$508K	Sell	6,329 -142	-2%	-$12.1K	0.4%	63
2023 Q2	$576K	Buy	+6,471	New	+$545K	0.43%	60
2022 Q4	$480K	Sell	6,133 -37	-0.6%	-$2.73K	0.37%	65
2022 Q3	$393K	Buy	6,170 +10	+0.2%	+$732	0.35%	67
2022 Q2	$435K	Buy	6,160 +10	+0.2%	+$737	0.37%	65
2022 Q1	$474K	Sell	6,150 -222	-3%	-$17.7K	0.35%	62
2021 Q4	$555K	Buy	6,372 +276	+5%	+$23.1K	0.38%	63
2021 Q3	$502K	Sell	6,096 -1,511	-20%	-$133K	0.39%	63
2021 Q2	$622K	Buy	7,607 +1,222	+19%	+$94K	0.49%	60
2021 Q1	$437K	Sell	6,385 -180	-3%	-$11.8K	0.35%	65
2020 Q4	$443K	Sell	6,565 -117	-2%	-$7.59K	0.38%	64
2020 Q3	$417K	Sell	6,682 -154	-2%	-$9.42K	0.39%	60
2020 Q2	$389K	Buy	+6,836	New	+$354K	0.42%	59

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Security National Bank of Sioux City Iowa's OTIS Position: Q4 2023 in Review

Security National Bank of Sioux City Iowa sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 6,329 shares — an estimated $508K sold.

Security National Bank of Sioux City Iowa first reported a position in OTIS in Q2 2020 and held it in 13 quarters. The position peaked at $622K in Q2 2021. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

Security National Bank of Sioux City Iowa reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
Security National Bank of Sioux City Iowa sold 6,329 Otis Worldwide shares in Q4 2023, an estimated $508K.
Security National Bank of Sioux City Iowa first reported a position in Otis Worldwide in Q2 2020 and held it in 13 quarters.
Security National Bank of Sioux City Iowa's Otis Worldwide position peaked at $622K in Q2 2021.
1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

Based on Security National Bank of Sioux City Iowa's 13F filing for Q4 2023, filed 16 Feb 2024.