Navellier & Associates’s Otter Tail OTTR Stock Holding History

Navellier & Associates’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	-7,227	Closed	-$445K	–	279
2022 Q3	$445K	Buy	+7,227	New	+$521K	0.1%	170

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

Navellier & Associates's OTTR Position: Q4 2022 in Review

Navellier & Associates sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 7,227 shares — an estimated $445K sold.

Navellier & Associates first reported a position in OTTR in Q3 2022 and held it in 1 quarter. The position peaked at $445K in Q3 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

Navellier & Associates reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
Navellier & Associates sold 7,227 Otter Tail shares in Q4 2022, an estimated $445K.
Navellier & Associates first reported a position in Otter Tail in Q3 2022 and held it in 1 quarter.
Navellier & Associates's Otter Tail position peaked at $445K in Q3 2022.
248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Navellier & Associates's 13F filing for Q4 2022, filed 2 Feb 2023.