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AJO LP’s Otter Tail OTTR Stock Holding History

AJO LP’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,941
Closed -$70K – 540
2020
Q3 		$70K Buy
+1,941
New +$74.7K ﹤0.01% 649

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AJO LP's OTTR Position: Q4 2020 in Review

AJO LP sold out of Otter Tail (OTTR) in Q4 2020, closing a stake of 1,941 shares — an estimated $70K sold.

AJO LP first reported a position in OTTR in Q3 2020 and held it in 1 quarter. The position peaked at $70K in Q3 2020. 177 funds tracked by Wall St. Rank hold OTTR as of Q4 2020.

  • AJO LP reported no remaining Otter Tail position as of Q4 2020 after selling out during the quarter.
  • AJO LP sold 1,941 Otter Tail shares in Q4 2020, an estimated $70K.
  • AJO LP first reported a position in Otter Tail in Q3 2020 and held it in 1 quarter.
  • AJO LP's Otter Tail position peaked at $70K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Otter Tail as of Q4 2020.

Based on AJO LP's 13F filing for Q4 2020, filed 5 Feb 2021.