ELCO Management’s Otter Tail OTTR Stock Holding History

ELCO 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	-3,222	Closed	-$201K	–	142
2022 Q1	$201K	Buy	+3,222	New	+$202K	0.14%	134

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

ELCO Management's OTTR Position: Q2 2022 in Review

ELCO Management sold out of Otter Tail (OTTR) in Q2 2022, closing a stake of 3,222 shares — an estimated $201K sold.

ELCO Management first reported a position in OTTR in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q2 2022.

ELCO Management reported no remaining Otter Tail position as of Q2 2022 after selling out during the quarter.
ELCO Management sold 3,222 Otter Tail shares in Q2 2022, an estimated $201K.
ELCO Management first reported a position in Otter Tail in Q1 2022 and held it in 1 quarter.
ELCO Management's Otter Tail position peaked at $201K in Q1 2022.
248 funds tracked by Wall St. Rank held Otter Tail as of Q2 2022.

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