Campbell & Co Investment Adviser’s Otter Tail OTTR Stock Holding History

Campbell & Co Investment Adviser’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 Q1	–	Sell	-4,875	Closed	-$286K	–	976
2022 Q4	$286K	Sell	4,875 -5,932	-55%	-$355K	0.07%	572
2022 Q3	$665K	Buy	10,807 +4,093	+61%	+$295K	0.15%	224
2022 Q2	$451K	Buy	6,714 +1,739	+35%	+$111K	0.12%	311
2022 Q1	$311K	Buy	+4,975	New	+$312K	0.08%	464
2019 Q4	–	Sell	-9,613	Closed	-$517K	–	795
2019 Q3	$517K	Buy	+9,613	New	+$503K	0.19%	165
2017 Q4	–	Sell	-10,630	Closed	-$461K	–	482
2017 Q3	$461K	Sell	10,630 -455	-4%	-$18.8K	0.37%	70
2017 Q2	$439K	Buy	11,085 +5,434	+96%	+$214K	0.41%	63
2017 Q1	$214K	Buy	+5,651	New	+$214K	0.55%	97

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

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Campbell & Co Investment Adviser's OTTR Position: Q1 2023 in Review

Campbell & Co Investment Adviser sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 4,875 shares — an estimated $286K sold.

Campbell & Co Investment Adviser first reported a position in OTTR in Q1 2017 and held it in 8 quarters. The position peaked at $665K in Q3 2022. 254 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

Campbell & Co Investment Adviser reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
Campbell & Co Investment Adviser sold 4,875 Otter Tail shares in Q1 2023, an estimated $286K.
Campbell & Co Investment Adviser first reported a position in Otter Tail in Q1 2017 and held it in 8 quarters.
Campbell & Co Investment Adviser's Otter Tail position peaked at $665K in Q3 2022.
254 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on Campbell & Co Investment Adviser's 13F filing for Q1 2023, filed 11 May 2023.