Mendota Financial Group’s Otter Tail OTTR Stock Holding History

Mendota Financial Group’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
2023 Q2	–	Sell	-470	Closed	-$29.4K	–	355
2023 Q1	$29.4K	Buy	+470	New	+$31.2K	0.03%	168

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mendota Financial Group's OTTR Position: Q2 2023 in Review

Mendota Financial Group sold out of Otter Tail (OTTR) in Q2 2023, closing a stake of 470 shares — an estimated $29.4K sold.

Mendota Financial Group first reported a position in OTTR in Q1 2023 and held it in 1 quarter. The position peaked at $29.4K in Q1 2023. 260 funds tracked by Wall St. Rank hold OTTR as of Q2 2023.

Mendota Financial Group reported no remaining Otter Tail position as of Q2 2023 after selling out during the quarter.
Mendota Financial Group sold 470 Otter Tail shares in Q2 2023, an estimated $29.4K.
Mendota Financial Group first reported a position in Otter Tail in Q1 2023 and held it in 1 quarter.
Mendota Financial Group's Otter Tail position peaked at $29.4K in Q1 2023.
260 funds tracked by Wall St. Rank held Otter Tail as of Q2 2023.

Based on Mendota Financial Group's 13F filing for Q2 2023, filed 25 Jul 2023.