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New York Life Investment Management’s Otter Tail OTTR Stock Holding History

New York Life Investment 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
2024
Q1 		– Sell
-4,779
Closed -$406K – 1478
2023
Q4 		$406K Sell
4,779
-140
-3% -$10.8K ﹤0.01% 982
2023
Q3 		$373K Sell
4,919
-784
-14% -$64.4K ﹤0.01% 949
2023
Q2 		$450K Sell
5,703
-898
-14% -$67.4K ﹤0.01% 811
2023
Q1 		$477K Sell
6,601
-2,477
-27% -$165K 0.01% 968
2022
Q4 		$533K Buy
9,078
+975
+12% +$58.4K 0.01% 872
2022
Q3 		$498K Buy
8,103
+642
+9% +$46.3K 0.01% 750
2022
Q2 		$501K Buy
+7,461
New +$474K 0.01% 718

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

New York Life Investment Management's OTTR Position: Q1 2024 in Review

New York Life Investment Management sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 4,779 shares — an estimated $406K sold.

New York Life Investment Management first reported a position in OTTR in Q2 2022 and held it in 7 quarters. The position peaked at $533K in Q4 2022. 305 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

  • New York Life Investment Management reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
  • New York Life Investment Management sold 4,779 Otter Tail shares in Q1 2024, an estimated $406K.
  • New York Life Investment Management first reported a position in Otter Tail in Q2 2022 and held it in 7 quarters.
  • New York Life Investment Management's Otter Tail position peaked at $533K in Q4 2022.
  • 305 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on New York Life Investment Management's 13F filing for Q1 2024, filed 6 May 2024.