GSEP
OTTR icon

Golden State Equity Partners’s Otter Tail OTTR Stock Holding History

Golden State Equity 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
2024
Q4 		– Sell
-731
Closed -$57.1K – 736
2024
Q3 		$57.1K Buy
+731
New +$63.3K 0.03% 362

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

Golden State Equity Partners's OTTR Position: Q4 2024 in Review

Golden State Equity Partners sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 731 shares — an estimated $57.1K sold.

Golden State Equity Partners first reported a position in OTTR in Q3 2024 and held it in 1 quarter. The position peaked at $57.1K in Q3 2024. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

  • Golden State Equity Partners reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 731 Otter Tail shares in Q4 2024, an estimated $57.1K.
  • Golden State Equity Partners first reported a position in Otter Tail in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Otter Tail position peaked at $57.1K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.