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Horizon Investment Services’s Otter Tail OTTR Stock Holding History

Horizon Investment Services’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
2022
Q4 		– Sell
-20,753
Closed -$1.28M – 107
2022
Q3 		$1.28M Buy
20,753
+10,157
+96% +$733K 0.92% 35
2022
Q2 		$711K Buy
10,596
+133
+1% +$8.46K 0.47% 55
2022
Q1 		$654K Sell
10,463
-758
-7% -$47.5K 0.34% 67
2021
Q4 		$801K Buy
11,221
+286
+3% +$18.5K 0.37% 67
2021
Q3 		$612K Buy
10,935
+3,193
+41% +$169K 0.3% 73
2021
Q2 		$378K Buy
+7,742
New +$370K 0.19% 84
2017
Q1 		– Sell
-8,456
Closed -$345K – 121
2016
Q4 		$345K Sell
8,456
-14,519
-63% -$540K 0.16% 84
2016
Q3 		$795K Buy
22,975
+1,929
+9% +$66.7K 0.4% 53
2016
Q2 		$705K Buy
+21,046
New +$632K 0.36% 57
2015
Q2 		– Sell
-15,309
Closed -$493K – 138
2015
Q1 		$493K Buy
15,309
+2,736
+22% +$87.1K 0.2% 68
2014
Q4 		$389K Buy
12,573
+1,067
+9% +$31.5K 0.18% 87
2014
Q3 		$307K Sell
11,506
-6
-0.1% -$170 0.16% 95
2014
Q2 		$349K Buy
11,512
+644
+6% +$18.7K 0.17% 93
2014
Q1 		$318K Buy
+10,868
New +$320K 0.17% 89

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horizon Investment Services's OTTR Position: Q4 2022 in Review

Horizon Investment Services sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 20,753 shares — an estimated $1.28M sold.

Horizon Investment Services first reported a position in OTTR in Q1 2014 and held it in 14 quarters. The position peaked at $1.28M in Q3 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

  • Horizon Investment Services reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
  • Horizon Investment Services sold 20,753 Otter Tail shares in Q4 2022, an estimated $1.28M.
  • Horizon Investment Services first reported a position in Otter Tail in Q1 2014 and held it in 14 quarters.
  • Horizon Investment Services's Otter Tail position peaked at $1.28M in Q3 2022.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Horizon Investment Services's 13F filing for Q4 2022, filed 7 Feb 2023.