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Disciplined Investments’s Otter Tail OTTR Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-7
Closed -$553 – 1120
2023
Q2 		$553 Sell
7
-100
-93% -$7.51K ﹤0.01% 1192
2023
Q1 		$7.73K Buy
107
+100
+1,429% +$6.64K ﹤0.01% 374
2022
Q4 		$411 Sell
7
-2
-22% -$120 ﹤0.01% 1250
2022
Q3 		$1K Buy
9
+1
+13% +$72 ﹤0.01% 1024
2022
Q2 		$1K Buy
8
+2
+33% +$127 ﹤0.01% 1054
2022
Q1 		$0 Buy
+6
New +$376 ﹤0.01% 1542

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Disciplined Investments's OTTR Position: Q3 2023 in Review

Disciplined Investments sold out of Otter Tail (OTTR) in Q3 2023, closing a stake of 7 shares — an estimated $553 sold.

Disciplined Investments first reported a position in OTTR in Q1 2022 and held it in 6 quarters. The position peaked at $7.73K in Q1 2023. 275 funds tracked by Wall St. Rank hold OTTR as of Q3 2023.

  • Disciplined Investments reported no remaining Otter Tail position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Otter Tail shares in Q3 2023, an estimated $553.
  • Disciplined Investments first reported a position in Otter Tail in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Otter Tail position peaked at $7.73K in Q1 2023.
  • 275 funds tracked by Wall St. Rank held Otter Tail as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.