Psagot Value Holdings’s Otter Tail OTTR Stock Holding History

Psagot Value Holdings’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	-1	Closed	–	–	412
2023 Q4	$0	Sell	1 -1	-50%	-$77	﹤0.01%	584
2023 Q3	$0	Buy	+2	New	+$164	﹤0.01%	586
2023 Q2	–	Sell	-8	Closed	-$1K	–	597
2023 Q1	$1K	Buy	+8	New	+$531	﹤0.01%	468

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Psagot Value Holdings's OTTR Position: Q1 2024 in Review

Psagot Value Holdings sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 1 share.

Psagot Value Holdings first reported a position in OTTR in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 304 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

Psagot Value Holdings reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 1 Otter Tail share in Q1 2024.
Psagot Value Holdings first reported a position in Otter Tail in Q1 2023 and held it in 3 quarters.
Psagot Value Holdings's Otter Tail position peaked at $1K in Q1 2023.
304 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.