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Hancock Whitney’s Otter Tail OTTR Stock Holding History

Hancock Whitney’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
2025
Q2 		– Sell
-3,081
Closed -$248K – 779
2025
Q1 		$248K Sell
3,081
-76
-2% -$6.02K 0.01% 587
2024
Q4 		$233K Sell
3,157
-1,789
-36% -$140K 0.01% 582
2024
Q3 		$387K Buy
4,946
+139
+3% +$12K 0.01% 486
2024
Q2 		$421K Buy
4,807
+709
+17% +$62.1K 0.01% 448
2024
Q1 		$354K Sell
4,098
-200
-5% -$17.4K 0.01% 511
2023
Q4 		$365K Sell
4,298
-65
-1% -$5.02K 0.01% 507
2023
Q3 		$331K Sell
4,363
-3
-0.1% -$246 0.01% 507
2023
Q2 		$344K Buy
4,366
+460
+12% +$34.5K 0.01% 501
2023
Q1 		$282K Sell
3,906
-35
-0.9% -$2.33K 0.01% 556
2022
Q4 		$231K Buy
3,941
+456
+13% +$27.3K 0.01% 584
2022
Q3 		$214K Buy
+3,485
New +$251K 0.01% 580
2020
Q2 		– Sell
-12,835
Closed -$570K – 849
2020
Q1 		$570K Buy
12,835
+1,213
+10% +$60.4K 0.02% 486
2019
Q4 		$596K Buy
11,622
+227
+2% +$11.8K 0.02% 532
2019
Q3 		$612K Sell
11,395
-219
-2% -$11.5K 0.02% 537
2019
Q2 		$613K Sell
11,614
-2,200
-16% -$112K 0.02% 572
2019
Q1 		$688K Sell
13,814
-764
-5% -$37.5K 0.02% 542
2018
Q4 		$724K Sell
14,578
-589
-4% -$28.1K 0.02% 485
2018
Q3 		$726K Buy
+15,167
New +$733K 0.02% 556

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Hancock Whitney's OTTR Position: Q2 2025 in Review

Hancock Whitney sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 3,081 shares — an estimated $248K sold.

Hancock Whitney first reported a position in OTTR in Q3 2018 and held it in 18 quarters. The position peaked at $726K in Q3 2018. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • Hancock Whitney reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
  • Hancock Whitney sold 3,081 Otter Tail shares in Q2 2025, an estimated $248K.
  • Hancock Whitney first reported a position in Otter Tail in Q3 2018 and held it in 18 quarters.
  • Hancock Whitney's Otter Tail position peaked at $726K in Q3 2018.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Hancock Whitney's 13F filing for Q2 2025, filed 14 Aug 2025.