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Paloma Partners’s Otter Tail OTTR Stock Holding History

Paloma Partners’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
Q4 		– Sell
-6,234
Closed -$487K – 859
2024
Q3 		$487K Buy
+6,234
New +$540K 0.01% 627
2024
Q2 		– Sell
-6,471
Closed -$559K – 1414
2024
Q1 		$559K Buy
+6,471
New +$562K 0.03% 405
2022
Q2 		– Sell
-4,137
Closed -$259K – 1573
2022
Q1 		$259K Sell
4,137
-2,639
-39% -$166K 0.01% 1242
2021
Q4 		$484K Buy
+6,776
New +$438K 0.01% 1118
2019
Q4 		– Sell
-11,123
Closed -$597K – 2403
2019
Q3 		$597K Buy
+11,123
New +$582K 0.01% 1035

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Paloma Partners's OTTR Position: Q4 2024 in Review

Paloma Partners sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 6,234 shares — an estimated $487K sold.

Paloma Partners first reported a position in OTTR in Q3 2019 and held it in 5 quarters. The position peaked at $597K in Q3 2019. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

  • Paloma Partners reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 6,234 Otter Tail shares in Q4 2024, an estimated $487K.
  • Paloma Partners first reported a position in Otter Tail in Q3 2019 and held it in 5 quarters.
  • Paloma Partners's Otter Tail position peaked at $597K in Q3 2019.
  • 324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.