Alberta Investment Management Corp (AIMCo)’s Otter Tail OTTR Stock Holding History

Alberta Investment Management Corp (AIMCo)’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
2023 Q3	–	Sell	-3,568	Closed	-$282K	–	1150
2023 Q2	$282K	Hold	3,568	–	–	﹤0.01%	1068
2023 Q1	$258K	Hold	3,568	–	–	﹤0.01%	1119
2022 Q4	$209K	Sell	3,568 -157	-4%	-$9.4K	﹤0.01%	1006
2022 Q3	$229K	Buy	+3,725	New	+$269K	﹤0.01%	1153
2019 Q3	–	Sell	-7,600	Closed	-$401K	–	982
2019 Q2	$401K	Buy	7,600 +1,500	+25%	+$76.4K	﹤0.01%	803
2019 Q1	$304K	Sell	6,100 -12,100	-66%	-$594K	﹤0.01%	814
2018 Q4	$903K	Buy	+18,200	New	+$869K	0.01%	575

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s OTTR Position: Q3 2023 in Review

Alberta Investment Management Corp (AIMCo) sold out of Otter Tail (OTTR) in Q3 2023, closing a stake of 3,568 shares — an estimated $282K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in OTTR in Q4 2018 and held it in 7 quarters. The position peaked at $903K in Q4 2018. 275 funds tracked by Wall St. Rank hold OTTR as of Q3 2023.

Alberta Investment Management Corp (AIMCo) reported no remaining Otter Tail position as of Q3 2023 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 3,568 Otter Tail shares in Q3 2023, an estimated $282K.
Alberta Investment Management Corp (AIMCo) first reported a position in Otter Tail in Q4 2018 and held it in 7 quarters.
Alberta Investment Management Corp (AIMCo)'s Otter Tail position peaked at $903K in Q4 2018.
275 funds tracked by Wall St. Rank held Otter Tail as of Q3 2023.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q3 2023, filed 14 Nov 2023.