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Everence Capital Management’s Otter Tail OTTR Stock Holding History

Everence Capital 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
2024
Q4 		– Sell
-4,280
Closed -$335K – 972
2024
Q3 		$335K Hold
4,280
– – 0.02% 546
2024
Q2 		$365 Hold
4,280
– – 0.03% 477
2024
Q1 		$370 Hold
4,280
– – 0.02% 504
2023
Q4 		$364K Sell
4,280
-1,570
-27% -$121K 0.03% 513
2023
Q3 		$444 Buy
5,850
+2,920
+100% +$240K 0.03% 422
2023
Q2 		$217K Buy
+2,930
New +$220K 0.02% 626

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Everence Capital Management's OTTR Position: Q4 2024 in Review

Everence Capital Management sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 4,280 shares — an estimated $335K sold.

Everence Capital Management first reported a position in OTTR in Q2 2023 and held it in 6 quarters. The position peaked at $364K in Q4 2023. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

  • Everence Capital Management reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
  • Everence Capital Management sold 4,280 Otter Tail shares in Q4 2024, an estimated $335K.
  • Everence Capital Management first reported a position in Otter Tail in Q2 2023 and held it in 6 quarters.
  • Everence Capital Management's Otter Tail position peaked at $364K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.