Security National Bank of So Dak’s Otis Worldwide OTIS Stock Holding History

Security National Bank of So Dak’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	-8,971	Closed	-$720K	–	98
2023 Q3	$720K	Buy	8,971 +165	+2%	+$14.1K	0.53%	57
2023 Q2	$784K	Buy	+8,806	New	+$742K	0.56%	55
2022 Q4	$772K	Buy	9,852 +1,769	+22%	+$131K	0.56%	54
2022 Q3	$516K	Buy	8,083 +158	+2%	+$11.6K	0.46%	60
2022 Q2	$560K	Sell	7,925 -105	-1%	-$7.73K	0.46%	60
2022 Q1	$618K	Buy	8,030 +245	+3%	+$19.6K	0.43%	61
2021 Q4	$678K	Buy	7,785 +105	+1%	+$8.79K	0.46%	60
2021 Q3	$632K	Buy	7,680 +1,332	+21%	+$117K	0.48%	60
2021 Q2	$519K	Sell	6,348 -1,231	-16%	-$94.7K	0.4%	58
2021 Q1	$518K	Sell	7,579 -144	-2%	-$9.41K	0.43%	63
2020 Q4	$522K	Buy	7,723 +275	+4%	+$17.8K	0.46%	62
2020 Q3	$465K	Sell	7,448 -50	-0.7%	-$3.06K	0.47%	62
2020 Q2	$426K	Buy	+7,498	New	+$388K	0.49%	57

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

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 $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Security National Bank of So Dak's OTIS Position: Q4 2023 in Review

Security National Bank of So Dak sold out of Otis Worldwide (OTIS) in Q4 2023, closing a stake of 8,971 shares — an estimated $720K sold.

Security National Bank of So Dak first reported a position in OTIS in Q2 2020 and held it in 13 quarters. The position peaked at $784K in Q2 2023. 1,190 funds tracked by Wall St. Rank hold OTIS as of Q4 2023.

Security National Bank of So Dak reported no remaining Otis Worldwide position as of Q4 2023 after selling out during the quarter.
Security National Bank of So Dak sold 8,971 Otis Worldwide shares in Q4 2023, an estimated $720K.
Security National Bank of So Dak first reported a position in Otis Worldwide in Q2 2020 and held it in 13 quarters.
Security National Bank of So Dak's Otis Worldwide position peaked at $784K in Q2 2023.
1,190 funds tracked by Wall St. Rank held Otis Worldwide as of Q4 2023.

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