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Johnson Financial Group Inc (Wisconsin)’s Otter Tail OTTR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-401
Closed -$35.1K – 1009
2024
Q2 		$35.1K Buy
+401
New +$35.1K ﹤0.01% 475

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State Street
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Johnson Financial Group Inc (Wisconsin)'s OTTR Position: Q3 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Otter Tail (OTTR) in Q3 2024, closing a stake of 401 shares — an estimated $35.1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in OTTR in Q2 2024 and held it in 1 quarter. The position peaked at $35.1K in Q2 2024. 328 funds tracked by Wall St. Rank hold OTTR as of Q3 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Otter Tail position as of Q3 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 401 Otter Tail shares in Q3 2024, an estimated $35.1K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Otter Tail in Q2 2024 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s Otter Tail position peaked at $35.1K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Otter Tail as of Q3 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2024, filed 13 Nov 2024.