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Hillsdale Investment Management’s Otter Tail OTTR Stock Holding History

Hillsdale 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
2023
Q1 		– Sell
-70,100
Closed -$4.12M – 624
2022
Q4 		$4.12M Sell
70,100
-12,500
-15% -$749K 0.35% 112
2022
Q3 		$5.08M Buy
82,600
+37,029
+81% +$2.67M 0.46% 67
2022
Q2 		$3.06M Buy
45,571
+27,871
+157% +$1.77M 0.25% 143
2022
Q1 		$1.11M Hold
17,700
– – 0.07% 195
2021
Q4 		$1.26M Sell
17,700
-1,000
-5% -$64.6K 0.08% 190
2021
Q3 		$1.05M Buy
+18,700
New +$991K 0.08% 224
2019
Q4 		– Sell
-15,600
Closed -$839K – 642
2019
Q3 		$839K Sell
15,600
-1,000
-6% -$52.3K 0.07% 236
2019
Q2 		$877K Buy
16,600
+4,100
+33% +$209K 0.09% 199
2019
Q1 		$623K Buy
+12,500
New +$614K 0.06% 214

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Hillsdale Investment Management's OTTR Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 70,100 shares — an estimated $4.12M sold.

Hillsdale Investment Management first reported a position in OTTR in Q1 2019 and held it in 9 quarters. The position peaked at $5.08M in Q3 2022. 255 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

  • Hillsdale Investment Management reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 70,100 Otter Tail shares in Q1 2023, an estimated $4.12M.
  • Hillsdale Investment Management first reported a position in Otter Tail in Q1 2019 and held it in 9 quarters.
  • Hillsdale Investment Management's Otter Tail position peaked at $5.08M in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.