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EAM Global Investors’s Otter Tail OTTR Stock Holding History

EAM Global Investors’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
Q4 		– Sell
-22,174
Closed -$1.36M – 219
2022
Q3 		$1.36M Buy
+22,174
New +$1.6M 0.36% 152
2022
Q1 		– Sell
-39,852
Closed -$2.85M – 268
2021
Q4 		$2.85M Hold
39,852
– – 0.51% 71
2021
Q3 		$2.23M Buy
+39,852
New +$2.11M 0.53% 79

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

EAM Global Investors's OTTR Position: Q4 2022 in Review

EAM Global Investors sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 22,174 shares — an estimated $1.36M sold.

EAM Global Investors first reported a position in OTTR in Q3 2021 and held it in 3 quarters. The position peaked at $2.85M in Q4 2021. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

  • EAM Global Investors reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
  • EAM Global Investors sold 22,174 Otter Tail shares in Q4 2022, an estimated $1.36M.
  • EAM Global Investors first reported a position in Otter Tail in Q3 2021 and held it in 3 quarters.
  • EAM Global Investors's Otter Tail position peaked at $2.85M in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on EAM Global Investors's 13F filing for Q4 2022, filed 14 Feb 2023.