InceptionR’s Otter Tail OTTR Stock Holding History

InceptionR’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	-4,272	Closed	-$374K	–	811
2024 Q2	$374K	Buy	+4,272	New	+$374K	0.11%	363

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

InceptionR's OTTR Position: Q3 2024 in Review

InceptionR sold out of Otter Tail (OTTR) in Q3 2024, closing a stake of 4,272 shares — an estimated $374K sold.

InceptionR first reported a position in OTTR in Q2 2024 and held it in 1 quarter. The position peaked at $374K in Q2 2024. 328 funds tracked by Wall St. Rank hold OTTR as of Q3 2024.

InceptionR reported no remaining Otter Tail position as of Q3 2024 after selling out during the quarter.
InceptionR sold 4,272 Otter Tail shares in Q3 2024, an estimated $374K.
InceptionR first reported a position in Otter Tail in Q2 2024 and held it in 1 quarter.
InceptionR's Otter Tail position peaked at $374K in Q2 2024.
328 funds tracked by Wall St. Rank held Otter Tail as of Q3 2024.

Based on InceptionR's 13F filing for Q3 2024, filed 8 Nov 2024.