DZ Bank
OTTR icon

DZ Bank’s Otter Tail OTTR Stock Holding History

DZ Bank’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
-5,677
Closed -$355K – 1063
2022
Q1 		$355K Sell
5,677
-525,393
-99% -$33M ﹤0.01% 839
2021
Q4 		$37.7M Buy
531,070
+240,729
+83% +$15.5M 0.03% 275
2021
Q3 		$16.3M Buy
290,341
+159,115
+121% +$8.43M 0.03% 310
2021
Q2 		$6.41M Buy
131,226
+5,621
+4% +$269K 0.01% 445
2021
Q1 		$5.8M Buy
125,605
+26,022
+26% +$1.11M 0.01% 431
2020
Q4 		$4.24M Buy
+99,583
New +$4.06M 0.01% 449

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

DZ Bank's OTTR Position: Q2 2022 in Review

DZ Bank sold out of Otter Tail (OTTR) in Q2 2022, closing a stake of 5,677 shares — an estimated $355K sold.

DZ Bank first reported a position in OTTR in Q4 2020 and held it in 6 quarters. The position peaked at $37.7M in Q4 2021. 247 funds tracked by Wall St. Rank hold OTTR as of Q2 2022.

  • DZ Bank reported no remaining Otter Tail position as of Q2 2022 after selling out during the quarter.
  • DZ Bank sold 5,677 Otter Tail shares in Q2 2022, an estimated $355K.
  • DZ Bank first reported a position in Otter Tail in Q4 2020 and held it in 6 quarters.
  • DZ Bank's Otter Tail position peaked at $37.7M in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Otter Tail as of Q2 2022.

Based on DZ Bank's 13F filing for Q2 2022, filed 15 Aug 2022.