Hoese & Co’s Otter Tail OTTR Stock Holding History

Hoese & Co’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	-500	Closed	-$39.1K	–	200
2024 Q3	$39.1K	Buy	+500	New	+$43.3K	0.03%	78

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Hoese & Co's OTTR Position: Q4 2024 in Review

Hoese & Co sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 500 shares — an estimated $39.1K sold.

Hoese & Co first reported a position in OTTR in Q3 2024 and held it in 1 quarter. The position peaked at $39.1K in Q3 2024. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

Hoese & Co reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
Hoese & Co sold 500 Otter Tail shares in Q4 2024, an estimated $39.1K.
Hoese & Co first reported a position in Otter Tail in Q3 2024 and held it in 1 quarter.
Hoese & Co's Otter Tail position peaked at $39.1K in Q3 2024.
324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.