DC Investments Management’s Otter Tail OTTR Stock Holding History

DC Investments 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
2022 Q2	–	Sell	-21,554	Closed	-$1.35M	–	56
2022 Q1	$1.35M	Hold	21,554	–	–	2.34%	17
2021 Q4	$1.54M	Hold	21,554	–	–	2.18%	14
2021 Q3	$1.21M	Hold	21,554	–	–	2.25%	12
2021 Q2	$1.05M	Buy	21,554 +7,835	+57%	+$375K	2.48%	18
2021 Q1	$633K	Buy	+13,719	New	+$587K	1.57%	29

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

DC Investments Management's OTTR Position: Q2 2022 in Review

DC Investments Management sold out of Otter Tail (OTTR) in Q2 2022, closing a stake of 21,554 shares — an estimated $1.35M sold.

DC Investments Management first reported a position in OTTR in Q1 2021 and held it in 5 quarters. The position peaked at $1.54M in Q4 2021. 248 funds tracked by Wall St. Rank hold OTTR as of Q2 2022.

DC Investments Management reported no remaining Otter Tail position as of Q2 2022 after selling out during the quarter.
DC Investments Management sold 21,554 Otter Tail shares in Q2 2022, an estimated $1.35M.
DC Investments Management first reported a position in Otter Tail in Q1 2021 and held it in 5 quarters.
DC Investments Management's Otter Tail position peaked at $1.54M in Q4 2021.
248 funds tracked by Wall St. Rank held Otter Tail as of Q2 2022.

Based on DC Investments Management's 13F filing for Q2 2022, filed 12 Aug 2022.