Pearl River Capital’s Otter Tail OTTR Stock Holding History

Pearl River Capital’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	-3,188	Closed	-$242K	–	585
2023 Q3	$242K	Buy	+3,188	New	+$262K	0.04%	446

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Pearl River Capital's OTTR Position: Q4 2023 in Review

Pearl River Capital sold out of Otter Tail (OTTR) in Q4 2023, closing a stake of 3,188 shares — an estimated $242K sold.

Pearl River Capital first reported a position in OTTR in Q3 2023 and held it in 1 quarter. The position peaked at $242K in Q3 2023. 296 funds tracked by Wall St. Rank hold OTTR as of Q4 2023.

Pearl River Capital reported no remaining Otter Tail position as of Q4 2023 after selling out during the quarter.
Pearl River Capital sold 3,188 Otter Tail shares in Q4 2023, an estimated $242K.
Pearl River Capital first reported a position in Otter Tail in Q3 2023 and held it in 1 quarter.
Pearl River Capital's Otter Tail position peaked at $242K in Q3 2023.
296 funds tracked by Wall St. Rank held Otter Tail as of Q4 2023.

Based on Pearl River Capital's 13F filing for Q4 2023, filed 13 Feb 2024.