First Hawaiian Bank’s Otter Tail OTTR Stock Holding History

First Hawaiian Bank’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 Q1	–	Sell	-5,195	Closed	-$441K	–	859
2023 Q4	$441K	Sell	5,195 -770	-13%	-$59.5K	0.01%	622
2023 Q3	$453K	Sell	5,965 -1,330	-18%	-$109K	0.02%	601
2023 Q2	$576K	Hold	7,295	–	–	0.02%	548
2023 Q1	$527K	Sell	7,295 -15	-0.2%	-$996	0.02%	571
2022 Q4	$429K	Hold	7,310	–	–	0.02%	601
2022 Q3	$450K	Hold	7,310	–	–	0.02%	554
2022 Q2	$491K	Buy	7,310 +50	+0.7%	+$3.18K	0.02%	551
2022 Q1	$454K	Hold	7,260	–	–	0.01%	643
2021 Q4	$519K	Hold	7,260	–	–	0.02%	626
2021 Q3	$406K	Hold	7,260	–	–	0.02%	593
2021 Q2	$354K	Hold	7,260	–	–	0.01%	650
2021 Q1	$335K	Hold	7,260	–	–	0.01%	677
2020 Q4	$309K	Hold	7,260	–	–	0.01%	656
2020 Q3	$263K	Hold	7,260	–	–	0.01%	646
2020 Q2	$282K	Hold	7,260	–	–	0.01%	608
2020 Q1	$323K	Hold	7,260	–	–	0.02%	502
2019 Q4	$372K	Hold	7,260	–	–	0.02%	596
2019 Q3	$390K	Hold	7,260	–	–	0.02%	554
2019 Q2	$383K	Buy	7,260 +1,780	+32%	+$90.7K	0.02%	553
2019 Q1	$273K	Hold	5,480	–	–	0.01%	645
2018 Q4	$272K	Buy	+5,480	New	+$262K	0.02%	611

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Hawaiian Bank's OTTR Position: Q1 2024 in Review

First Hawaiian Bank sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 5,195 shares — an estimated $441K sold.

First Hawaiian Bank first reported a position in OTTR in Q4 2018 and held it in 21 quarters. The position peaked at $576K in Q2 2023. 304 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

First Hawaiian Bank reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
First Hawaiian Bank sold 5,195 Otter Tail shares in Q1 2024, an estimated $441K.
First Hawaiian Bank first reported a position in Otter Tail in Q4 2018 and held it in 21 quarters.
First Hawaiian Bank's Otter Tail position peaked at $576K in Q2 2023.
304 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on First Hawaiian Bank's 13F filing for Q1 2024, filed 5 Apr 2024.