Institutional & Family Asset Management’s Otter Tail OTTR Stock Holding History

Institutional & Family Asset 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
2024 Q2	$204K	Hold	2,328	–	–	0.03%	146
2024 Q1	$201K	Hold	2,328	–	–	0.03%	143
2023 Q4	$198K	Hold	2,328	–	–	0.03%	148
2023 Q3	$177K	Hold	2,328	–	–	0.03%	148
2023 Q2	$184K	Hold	2,328	–	–	0.03%	151
2023 Q1	$168K	Hold	2,328	–	–	0.03%	149
2022 Q4	$137K	Hold	2,328	–	–	0.02%	150
2022 Q3	$143K	Hold	2,328	–	–	0.03%	153
2022 Q2	$156K	Hold	2,328	–	–	0.03%	149
2022 Q1	$146K	Hold	2,328	–	–	0.02%	167
2021 Q4	$166K	Hold	2,328	–	–	0.03%	167
2021 Q3	$130K	Hold	2,328	–	–	0.02%	210
2021 Q2	$114K	Hold	2,328	–	–	0.02%	225
2021 Q1	$107K	Hold	2,328	–	–	0.02%	259
2020 Q4	$99K	Hold	2,328	–	–	0.02%	248
2020 Q3	$84K	Hold	2,328	–	–	0.02%	239
2020 Q2	$90K	Hold	2,328	–	–	0.02%	247
2020 Q1	$104K	Hold	2,328	–	–	0.02%	200
2019 Q4	$119K	Hold	2,328	–	–	0.03%	212
2019 Q3	$125K	Hold	2,328	–	–	0.03%	197
2019 Q2	$123K	Hold	2,328	–	–	0.03%	205
2019 Q1	$116K	Hold	2,328	–	–	0.02%	225
2018 Q4	$116K	Hold	2,328	–	–	0.03%	209
2018 Q3	$112K	Hold	2,328	–	–	0.02%	247
2018 Q2	$111K	Hold	2,328	–	–	0.02%	250
2018 Q1	$101K	Buy	+2,328	New	+$97.4K	0.02%	242

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Institutional & Family Asset Management's OTTR Position: Q2 2024 in Review

Institutional & Family Asset Management held its Otter Tail (OTTR) position steady in Q2 2024 at 2,328 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #146.

Institutional & Family Asset Management first reported a position in OTTR in Q1 2018 and has held it in 26 quarters since. 315 funds tracked by Wall St. Rank hold OTTR as of Q2 2024.

Institutional & Family Asset Management held 2,328 shares of Otter Tail worth $204K as of Q2 2024.
Institutional & Family Asset Management left its Otter Tail share count unchanged in Q2 2024.
Otter Tail made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #146 holding.
Institutional & Family Asset Management first reported a position in Otter Tail in Q1 2018 and has held it in 26 quarters since.
315 funds tracked by Wall St. Rank held Otter Tail as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.