Contravisory Investment Management’s Otter Tail OTTR Stock Holding History

Contravisory Investment Management’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
2026 Q2	$7.78M	Buy	+86,441	New	+$7.64M	1.37%	33
2024 Q4	–	Sell	-284	Closed	-$22.2K	–	421
2024 Q3	$22.2K	Hold	284	–	–	﹤0.01%	273
2024 Q2	$24.9K	Hold	284	–	–	0.01%	241
2024 Q1	$24.5K	Buy	284 +109	+62%	+$9.47K	0.01%	279
2023 Q4	$14.9K	Buy	175 +93	+113%	+$7.18K	﹤0.01%	294
2023 Q3	$6.22K	Hold	82	–	–	﹤0.01%	288
2023 Q2	$6.47K	Hold	82	–	–	﹤0.01%	275
2023 Q1	$5.93K	Sell	82 -3,943	-98%	-$262K	﹤0.01%	302
2022 Q4	$236K	Buy	4,025 +502	+14%	+$30.1K	0.07%	181
2022 Q3	$217K	Hold	3,523	–	–	0.07%	165
2022 Q2	$236K	Hold	3,523	–	–	0.08%	164
2022 Q1	$220K	Buy	+3,523	New	+$221K	0.06%	177
2018 Q2	–	Sell	-4,610	Closed	-$200K	–	360
2018 Q1	$200K	Hold	4,610	–	–	0.07%	144
2017 Q4	$205K	Sell	4,610 -382	-8%	-$17.5K	0.07%	140
2017 Q3	$216K	Buy	+4,992	New	+$207K	0.08%	141

Other funds holding OTTR

Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return