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Algert Global’s Otter Tail OTTR Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-3,785
Closed -$332K – 1473
2024
Q2 		$332K Buy
+3,785
New +$331K 0.01% 1084
2022
Q3 		– Sell
-3,837
Closed -$258K – 1290
2022
Q2 		$258K Hold
3,837
– – 0.02% 954
2022
Q1 		$240K Buy
+3,837
New +$241K 0.02% 1011
2020
Q4 		– Sell
-12,502
Closed -$452K – 470
2020
Q3 		$452K Hold
12,502
– – 0.14% 205
2020
Q2 		$485K Sell
12,502
-7,892
-39% -$332K 0.16% 194
2020
Q1 		$907K Buy
20,394
+1,738
+9% +$86.6K 0.38% 90
2019
Q4 		$957K Buy
18,656
+6,414
+52% +$333K 0.29% 127
2019
Q3 		$658K Hold
12,242
– – 0.25% 127
2019
Q2 		$647K Buy
12,242
+4,765
+64% +$243K 0.24% 139
2019
Q1 		$373K Buy
7,477
+188
+3% +$9.23K 0.21% 159
2018
Q4 		$362K Buy
+7,289
New +$348K 0.1% 259

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Algert Global's OTTR Position: Q3 2024 in Review

Algert Global sold out of Otter Tail (OTTR) in Q3 2024, closing a stake of 3,785 shares — an estimated $332K sold.

Algert Global first reported a position in OTTR in Q4 2018 and held it in 11 quarters. The position peaked at $957K in Q4 2019. 328 funds tracked by Wall St. Rank hold OTTR as of Q3 2024.

  • Algert Global reported no remaining Otter Tail position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 3,785 Otter Tail shares in Q3 2024, an estimated $332K.
  • Algert Global first reported a position in Otter Tail in Q4 2018 and held it in 11 quarters.
  • Algert Global's Otter Tail position peaked at $957K in Q4 2019.
  • 328 funds tracked by Wall St. Rank held Otter Tail as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.