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Aurora Investment Counsel’s Otter Tail OTTR Stock Holding History

Aurora Investment Counsel’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
2022
Q4 		– Sell
-15,835
Closed -$974K – 120
2022
Q3 		$974K Sell
15,835
-3,445
-18% -$248K 0.74% 72
2022
Q2 		$1.29M Sell
19,280
-4,028
-17% -$256K 0.93% 40
2022
Q1 		$1.46M Sell
23,308
-5,893
-20% -$370K 0.93% 45
2021
Q4 		$2.09M Sell
29,201
-313
-1% -$20.2K 1.24% 10
2021
Q3 		$1.65M Sell
29,514
-2,140
-7% -$113K 1.15% 19
2021
Q2 		$1.54M Buy
31,654
+7
+0% +$335 1.08% 26
2021
Q1 		$1.46M Buy
+31,647
New +$1.35M 1.08% 32

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Aurora Investment Counsel's OTTR Position: Q4 2022 in Review

Aurora Investment Counsel sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 15,835 shares — an estimated $974K sold.

Aurora Investment Counsel first reported a position in OTTR in Q1 2021 and held it in 7 quarters. The position peaked at $2.09M in Q4 2021. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

  • Aurora Investment Counsel reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
  • Aurora Investment Counsel sold 15,835 Otter Tail shares in Q4 2022, an estimated $974K.
  • Aurora Investment Counsel first reported a position in Otter Tail in Q1 2021 and held it in 7 quarters.
  • Aurora Investment Counsel's Otter Tail position peaked at $2.09M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Aurora Investment Counsel's 13F filing for Q4 2022, filed 3 Feb 2023.