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Corient Capital Partners’s Otter Tail OTTR Stock Holding History

Corient Capital 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
2022
Q3 		$246K Hold
3,665
– – 0.02% 534
2022
Q2 		$246K Buy
3,665
+143
+4% +$9.09K 0.02% 548
2022
Q1 		$220K Buy
3,522
+192
+6% +$12K 0.01% 654
2021
Q4 		$238K Buy
+3,330
New +$215K 0.02% 602

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Corient Capital Partners's OTTR Position: Q3 2022 in Review

Corient Capital Partners held its Otter Tail (OTTR) position steady in Q3 2022 at 3,665 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #534.

Corient Capital Partners first reported a position in OTTR in Q4 2021 and has held it in 4 quarters since. 265 funds tracked by Wall St. Rank hold OTTR as of Q3 2022.

  • Corient Capital Partners held 3,665 shares of Otter Tail worth $246K as of Q3 2022.
  • Corient Capital Partners left its Otter Tail share count unchanged in Q3 2022.
  • Otter Tail made up 0.02% of Corient Capital Partners's portfolio in Q3 2022, its #534 holding.
  • Corient Capital Partners first reported a position in Otter Tail in Q4 2021 and has held it in 4 quarters since.
  • 265 funds tracked by Wall St. Rank held Otter Tail as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.