Hudock Inc’s Otter Tail OTTR Stock Holding History

Hudock Inc’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	-184	Closed	-$11K	–	539
2022 Q3	$11K	Buy	184 +1	+0.5%	+$72	﹤0.01%	517
2022 Q2	$12K	Buy	183 +1	+0.5%	+$64	﹤0.01%	496
2022 Q1	$11K	Sell	182 -89	-33%	-$5.58K	﹤0.01%	532
2021 Q4	$19K	Buy	271 +1	+0.4%	+$65	0.01%	448
2021 Q3	$15K	Buy	+270	New	+$14.3K	﹤0.01%	490

Other funds holding OTTR

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hudock Inc's OTTR Position: Q4 2022 in Review

Hudock Inc sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 184 shares — an estimated $11K sold.

Hudock Inc first reported a position in OTTR in Q3 2021 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

Hudock Inc reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
Hudock Inc sold 184 Otter Tail shares in Q4 2022, an estimated $11K.
Hudock Inc first reported a position in Otter Tail in Q3 2021 and held it in 5 quarters.
Hudock Inc's Otter Tail position peaked at $19K in Q4 2021.
248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.