EdgeRock Capital’s Otter Tail OTTR Stock Holding History

EdgeRock Capital’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	-77	Closed	-$5K	–	283
2022 Q3	$5K	Buy	+77	New	+$5.55K	﹤0.01%	243

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

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

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

EdgeRock Capital's OTTR Position: Q4 2022 in Review

EdgeRock Capital sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 77 shares — an estimated $5K sold.

EdgeRock Capital first reported a position in OTTR in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

EdgeRock Capital reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
EdgeRock Capital sold 77 Otter Tail shares in Q4 2022, an estimated $5K.
EdgeRock Capital first reported a position in Otter Tail in Q3 2022 and held it in 1 quarter.
EdgeRock Capital's Otter Tail position peaked at $5K in Q3 2022.
248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.