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Hanson & Doremus Investment Management’s Otter Tail OTTR Stock Holding History

Hanson & Doremus Investment Management’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
Q3 		– Sell
-425
Closed -$37K – 440
2024
Q2 		$37K Buy
+425
New +$37.2K 0.01% 323

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Hanson & Doremus Investment Management's OTTR Position: Q3 2024 in Review

Hanson & Doremus Investment Management sold out of Otter Tail (OTTR) in Q3 2024, closing a stake of 425 shares — an estimated $37K sold.

Hanson & Doremus Investment Management first reported a position in OTTR in Q2 2024 and held it in 1 quarter. The position peaked at $37K in Q2 2024. 328 funds tracked by Wall St. Rank hold OTTR as of Q3 2024.

  • Hanson & Doremus Investment Management reported no remaining Otter Tail position as of Q3 2024 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 425 Otter Tail shares in Q3 2024, an estimated $37K.
  • Hanson & Doremus Investment Management first reported a position in Otter Tail in Q2 2024 and held it in 1 quarter.
  • Hanson & Doremus Investment Management's Otter Tail position peaked at $37K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Otter Tail as of Q3 2024.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2024, filed 17 Oct 2024.