Mackenzie Financial
OTTR icon

Mackenzie Financial’s Otter Tail OTTR Stock Holding History

Mackenzie Financial’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
2025
Q4 		– Sell
-8,531
Closed -$699K – 1779
2025
Q3 		$699K Sell
8,531
-5,695
-40% -$462K ﹤0.01% 1164
2025
Q2 		$1.1M Buy
14,226
+9,583
+206% +$748K ﹤0.01% 986
2025
Q1 		$373K Sell
4,643
-1,315
-22% -$104K ﹤0.01% 1302
2024
Q4 		$440K Sell
5,958
-14,646
-71% -$1.15M ﹤0.01% 1229
2024
Q3 		$1.61M Buy
20,604
+7,291
+55% +$631K ﹤0.01% 776
2024
Q2 		$1.17M Buy
13,313
+3,872
+41% +$339K ﹤0.01% 825
2024
Q1 		$816K Sell
9,441
-21,860
-70% -$1.9M ﹤0.01% 922
2023
Q4 		$2.66M Sell
31,301
-795
-2% -$61.4K ﹤0.01% 671
2023
Q3 		$2.39M Sell
32,096
-13,592
-30% -$1.12M ﹤0.01% 678
2023
Q2 		$3.6M Sell
45,688
-628
-1% -$47.2K 0.01% 621
2023
Q1 		$3.35M Buy
46,316
+1,452
+3% +$96.5K 0.01% 629
2022
Q4 		$2.63M Buy
44,864
+1,709
+4% +$102K ﹤0.01% 612
2022
Q3 		$2.65M Buy
43,155
+39,065
+955% +$2.82M ﹤0.01% 632
2022
Q2 		$275K Buy
4,090
+443
+12% +$28.2K ﹤0.01% 1129
2022
Q1 		$228K Buy
+3,647
New +$229K ﹤0.01% 1233
2018
Q1 		– Sell
-9,223
Closed -$410K – 954
2017
Q4 		$410K Buy
+9,223
New +$423K ﹤0.01% 715

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