Meeder Asset Management’s Otter Tail OTTR Stock Holding History

Meeder 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
2022 Q4	–	Sell	-1,320	Closed	-$81K	–	1623
2022 Q3	$81K	Hold	1,320	–	–	﹤0.01%	732
2022 Q2	$89K	Buy	1,320 +660	+100%	+$42K	0.01%	750
2022 Q1	$41K	Buy	+660	New	+$41.4K	﹤0.01%	1029
2021 Q4	–	Sell	-330	Closed	-$18K	–	1987
2021 Q3	$18K	Buy	+330	New	+$17.5K	﹤0.01%	1460
2020 Q1	–	Sell	-906	Closed	-$46K	–	2464
2019 Q4	$46K	Sell	906 -602	-40%	-$31.2K	﹤0.01%	1039
2019 Q3	$81K	Hold	1,508	–	–	0.01%	862
2019 Q2	$80K	Buy	+1,508	New	+$76.8K	0.01%	815
2019 Q1	–	Sell	-541	Closed	-$27K	–	1809
2018 Q4	$27K	Sell	541 -75	-12%	-$3.58K	﹤0.01%	980
2018 Q3	$30K	Buy	616 +103	+20%	+$4.98K	﹤0.01%	929
2018 Q2	$24.4K	Buy	+513	New	+$23.1K	﹤0.01%	918
2018 Q1	–	Sell	-390	Closed	-$17K	–	1698
2017 Q4	$17K	Buy	+390	New	+$17.9K	﹤0.01%	972

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

Meeder Asset Management's OTTR Position: Q4 2022 in Review

Meeder Asset Management sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 1,320 shares — an estimated $81K sold.

Meeder Asset Management first reported a position in OTTR in Q4 2017 and held it in 11 quarters. The position peaked at $89K in Q2 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

Meeder Asset Management reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 1,320 Otter Tail shares in Q4 2022, an estimated $81K.
Meeder Asset Management first reported a position in Otter Tail in Q4 2017 and held it in 11 quarters.
Meeder Asset Management's Otter Tail position peaked at $89K in Q2 2022.
248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.