First Washington Corp’s Otter Tail OTTR Stock Holding History

First Washington Corp’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
2023 Q1	–	Sell	-90,210	Closed	-$5.3M	–	61
2022 Q4	$5.3M	Buy	90,210 +53,834	+148%	+$3.22M	2.59%	7
2022 Q3	$2.24M	Buy	+36,376	New	+$2.62M	1.13%	44
2019 Q3	–	Sell	-3,062	Closed	-$162K	–	80
2019 Q2	$162K	Sell	3,062 -7,700	-72%	-$392K	0.08%	50
2019 Q1	$536K	Buy	10,762 +8,563	+389%	+$421K	0.27%	46
2018 Q4	$109K	Buy	+2,199	New	+$105K	0.06%	55
2015 Q4	–	Sell	-98,398	Closed	-$2.56M	–	93
2015 Q3	$2.56M	Sell	98,398 -1,395	-1%	-$36.8K	1.55%	31
2015 Q2	$2.65M	Buy	+99,793	New	+$2.86M	1.48%	31
2014 Q4	–	Sell	-140,835	Closed	-$3.76M	–	99
2014 Q3	$3.76M	Buy	140,835 +91,937	+188%	+$2.6M	2.15%	13
2014 Q2	$1.48M	Buy	+48,898	New	+$1.42M	0.83%	43
2014 Q1	–	Sell	-99,029	Closed	-$2.9M	–	134
2013 Q4	$2.9M	Buy	99,029 +44,950	+83%	+$1.31M	1.57%	25
2013 Q3	$1.49M	Buy	+54,079	New	+$1.56M	1.17%	39

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Washington Corp's OTTR Position: Q1 2023 in Review

First Washington Corp sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 90,210 shares — an estimated $5.3M sold.

First Washington Corp first reported a position in OTTR in Q3 2013 and held it in 11 quarters. The position peaked at $5.3M in Q4 2022. 254 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

First Washington Corp reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
First Washington Corp sold 90,210 Otter Tail shares in Q1 2023, an estimated $5.3M.
First Washington Corp first reported a position in Otter Tail in Q3 2013 and held it in 11 quarters.
First Washington Corp's Otter Tail position peaked at $5.3M in Q4 2022.
254 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on First Washington Corp's 13F filing for Q1 2023, filed 12 May 2023.