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Foundry Partners’s Otter Tail OTTR Stock Holding History

Foundry Partners’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
-8,620
Closed -$616K – 357
2021
Q4 		$616K Sell
8,620
-2,335
-21% -$151K 0.02% 262
2021
Q3 		$613K Sell
10,955
-2,340
-18% -$124K 0.02% 277
2021
Q2 		$649K Buy
13,295
+710
+6% +$34K 0.02% 297
2021
Q1 		$581K Buy
12,585
+850
+7% +$36.4K 0.02% 372
2020
Q4 		$500K Sell
11,735
-86
-0.7% -$3.5K 0.02% 360
2020
Q3 		$428K Sell
11,821
-44,584
-79% -$1.72M 0.02% 357
2020
Q2 		$2.19M Buy
56,405
+4,939
+10% +$208K 0.11% 237
2020
Q1 		$2.29M Buy
51,466
+4,636
+10% +$231K 0.13% 198
2019
Q4 		$2.4M Buy
46,830
+1,596
+4% +$82.8K 0.09% 246
2019
Q3 		$2.43M Buy
45,234
+35,774
+378% +$1.87M 0.1% 238
2019
Q2 		$500K Buy
9,460
+1,360
+17% +$69.3K 0.02% 344
2019
Q1 		$404K Buy
8,100
+1,225
+18% +$60.2K 0.02% 355
2018
Q4 		$341K Buy
+6,875
New +$328K 0.02% 358

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

Foundry Partners's OTTR Position: Q1 2022 in Review

Foundry Partners sold out of Otter Tail (OTTR) in Q1 2022, closing a stake of 8,620 shares — an estimated $616K sold.

Foundry Partners first reported a position in OTTR in Q4 2018 and held it in 13 quarters. The position peaked at $2.43M in Q3 2019. 236 funds tracked by Wall St. Rank hold OTTR as of Q1 2022.

  • Foundry Partners reported no remaining Otter Tail position as of Q1 2022 after selling out during the quarter.
  • Foundry Partners sold 8,620 Otter Tail shares in Q1 2022, an estimated $616K.
  • Foundry Partners first reported a position in Otter Tail in Q4 2018 and held it in 13 quarters.
  • Foundry Partners's Otter Tail position peaked at $2.43M in Q3 2019.
  • 236 funds tracked by Wall St. Rank held Otter Tail as of Q1 2022.

Based on Foundry Partners's 13F filing for Q1 2022, filed 14 Apr 2022.