Cerity Partners
OTTR icon

Cerity Partners’s Otter Tail OTTR Stock Holding History

Cerity Partners’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
Q1 		– Sell
-27,628
Closed -$2.35M – 2335
2023
Q4 		$2.35M Sell
27,628
-727
-3% -$56.1K 0.01% 723
2023
Q3 		$2.15M Sell
28,355
-1,337
-5% -$110K 0.01% 574
2023
Q2 		$2.34M Buy
+29,692
New +$2.23M 0.01% 680

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

Cerity Partners's OTTR Position: Q1 2024 in Review

Cerity Partners sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 27,628 shares — an estimated $2.35M sold.

Cerity Partners first reported a position in OTTR in Q2 2023 and held it in 3 quarters. The position peaked at $2.35M in Q4 2023. 304 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

  • Cerity Partners reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 27,628 Otter Tail shares in Q1 2024, an estimated $2.35M.
  • Cerity Partners first reported a position in Otter Tail in Q2 2023 and held it in 3 quarters.
  • Cerity Partners's Otter Tail position peaked at $2.35M in Q4 2023.
  • 304 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.