CoreFirst Bank & Trust’s Otter Tail OTTR Stock Holding History

CoreFirst Bank & Trust’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
2021 Q4	–	Sell	-500	Closed	-$28K	–	435
2021 Q3	$28K	Hold	500	–	–	0.02%	317
2021 Q2	$24K	Hold	500	–	–	0.02%	339
2021 Q1	$23K	Hold	500	–	–	0.02%	333
2020 Q4	$21K	Buy	+500	New	+$20.4K	0.02%	303

Other funds holding OTTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CoreFirst Bank & Trust's OTTR Position: Q4 2021 in Review

CoreFirst Bank & Trust sold out of Otter Tail (OTTR) in Q4 2021, closing a stake of 500 shares — an estimated $28K sold.

CoreFirst Bank & Trust first reported a position in OTTR in Q4 2020 and held it in 4 quarters. The position peaked at $28K in Q3 2021. 223 funds tracked by Wall St. Rank hold OTTR as of Q4 2021.

CoreFirst Bank & Trust reported no remaining Otter Tail position as of Q4 2021 after selling out during the quarter.
CoreFirst Bank & Trust sold 500 Otter Tail shares in Q4 2021, an estimated $28K.
CoreFirst Bank & Trust first reported a position in Otter Tail in Q4 2020 and held it in 4 quarters.
CoreFirst Bank & Trust's Otter Tail position peaked at $28K in Q3 2021.
223 funds tracked by Wall St. Rank held Otter Tail as of Q4 2021.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2021, filed 10 Feb 2022.