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Oliver Lagore Vanvalin Investment Group’s Otter Tail OTTR Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q4 		– Sell
-8
Closed -$607 – 843
2023
Q3 		$607 Hold
8
– – ﹤0.01% 761
2023
Q2 		$632 Buy
+8
New +$601 ﹤0.01% 707

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Oliver Lagore Vanvalin Investment Group's OTTR Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Otter Tail (OTTR) in Q4 2023, closing a stake of 8 shares — an estimated $607 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in OTTR in Q2 2023 and held it in 2 quarters. The position peaked at $632 in Q2 2023. 297 funds tracked by Wall St. Rank hold OTTR as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Otter Tail position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 8 Otter Tail shares in Q4 2023, an estimated $607.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Otter Tail in Q2 2023 and held it in 2 quarters.
  • Oliver Lagore Vanvalin Investment Group's Otter Tail position peaked at $632 in Q2 2023.
  • 297 funds tracked by Wall St. Rank held Otter Tail as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.