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Ellevest Inc’s Otter Tail OTTR Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-57
Closed -$4K – 1578
2021
Q4 		$4K Sell
57
-17
-23% -$1.1K ﹤0.01% 1063
2021
Q3 		$4K Hold
74
– – ﹤0.01% 1020
2021
Q2 		$4K Buy
+74
New +$3.54K ﹤0.01% 942
2021
Q1 		– Sell
-72
Closed -$3K – 1326
2020
Q4 		$3K Buy
72
+9
+14% +$367 ﹤0.01% 923
2020
Q3 		$2K Buy
+63
New +$2.42K ﹤0.01% 922

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
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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ellevest Inc's OTTR Position: Q1 2022 in Review

Ellevest Inc sold out of Otter Tail (OTTR) in Q1 2022, closing a stake of 57 shares — an estimated $4K sold.

Ellevest Inc first reported a position in OTTR in Q3 2020 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 235 funds tracked by Wall St. Rank hold OTTR as of Q1 2022.

  • Ellevest Inc reported no remaining Otter Tail position as of Q1 2022 after selling out during the quarter.
  • Ellevest Inc sold 57 Otter Tail shares in Q1 2022, an estimated $4K.
  • Ellevest Inc first reported a position in Otter Tail in Q3 2020 and held it in 5 quarters.
  • Ellevest Inc's Otter Tail position peaked at $4K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held Otter Tail as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.