Security National Trust’s Otis Worldwide OTIS Stock Holding History

Security National Trust’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
2021 Q3	$362K	Hold	4,435	–	–	0.08%	124
2021 Q2	$362K	Sell	4,435 -226	-5%	-$17.4K	0.08%	129
2021 Q1	$319K	Sell	4,661 -1,673	-26%	-$109K	0.08%	136
2020 Q4	$428K	Sell	6,334 -2,124	-25%	-$138K	0.11%	114
2020 Q3	$528K	Sell	8,458 -5,742	-40%	-$351K	0.15%	102
2020 Q2	$807K	Buy	+14,200	New	+$736K	0.24%	86

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Security National Trust's OTIS Position: Q3 2021 in Review

Security National Trust held its Otis Worldwide (OTIS) position steady in Q3 2021 at 4,435 shares worth $362K. The position accounts for 0.08% of the portfolio, ranked #124.

Security National Trust first reported a position in OTIS in Q2 2020 and has held it in 6 quarters since. The position peaked at $807K in Q2 2020. 1,140 funds tracked by Wall St. Rank hold OTIS as of Q3 2021.

Security National Trust held 4,435 shares of Otis Worldwide worth $362K as of Q3 2021.
Security National Trust left its Otis Worldwide share count unchanged in Q3 2021.
Otis Worldwide made up 0.08% of Security National Trust's portfolio in Q3 2021, its #124 holding.
Security National Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 6 quarters since.
Security National Trust's Otis Worldwide position peaked at $807K in Q2 2020.
1,140 funds tracked by Wall St. Rank held Otis Worldwide as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.