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Morgan Dempsey Capital Management’s Otter Tail OTTR Stock Holding History

Morgan Dempsey Capital 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
2021
Q2 		– Sell
-1,111
Closed -$51K – 97
2021
Q1 		$51K Buy
1,111
+79
+8% +$3.38K 0.02% 80
2020
Q4 		$44K Sell
1,032
-79
-7% -$3.22K 0.02% 78
2020
Q3 		$40K Sell
1,111
-157
-12% -$6.04K 0.02% 95
2020
Q2 		$49K Sell
1,268
-134
-10% -$5.64K 0.02% 88
2020
Q1 		$62K Sell
1,402
-1,189
-46% -$59.2K 0.03% 74
2019
Q4 		$133K Buy
+2,591
New +$134K 0.05% 75

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Dempsey Capital Management's OTTR Position: Q2 2021 in Review

Morgan Dempsey Capital Management sold out of Otter Tail (OTTR) in Q2 2021, closing a stake of 1,111 shares — an estimated $51K sold.

Morgan Dempsey Capital Management first reported a position in OTTR in Q4 2019 and held it in 6 quarters. The position peaked at $133K in Q4 2019. 168 funds tracked by Wall St. Rank hold OTTR as of Q2 2021.

  • Morgan Dempsey Capital Management reported no remaining Otter Tail position as of Q2 2021 after selling out during the quarter.
  • Morgan Dempsey Capital Management sold 1,111 Otter Tail shares in Q2 2021, an estimated $51K.
  • Morgan Dempsey Capital Management first reported a position in Otter Tail in Q4 2019 and held it in 6 quarters.
  • Morgan Dempsey Capital Management's Otter Tail position peaked at $133K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Otter Tail as of Q2 2021.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2021, filed 26 Jul 2021.