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Putnam Investments’s Otter Tail OTTR Stock Holding History

Putnam Investments’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 		$403K Sell
4,738
-140
-3% -$10.8K ﹤0.01% 995
2023
Q3 		$370K Sell
4,878
-1,429
-23% -$117K ﹤0.01% 994
2023
Q2 		$498K Sell
6,307
-4,535
-42% -$341K ﹤0.01% 927
2023
Q1 		$784K Sell
10,842
-459
-4% -$30.5K ﹤0.01% 883
2022
Q4 		$663K Sell
11,301
-6
-0.1% -$359 ﹤0.01% 893
2022
Q3 		$696K Sell
11,307
-202
-2% -$14.6K ﹤0.01% 897
2022
Q2 		$773K Buy
11,509
+576
+5% +$36.6K ﹤0.01% 892
2022
Q1 		$683K Sell
10,933
-850
-7% -$53.3K ﹤0.01% 942
2021
Q4 		$842K Sell
11,783
-59,177
-83% -$3.82M ﹤0.01% 882
2021
Q3 		$3.97M Sell
70,960
-14,840
-17% -$786K 0.01% 606
2021
Q2 		$4.19M Buy
85,800
+1,400
+2% +$67K 0.01% 560
2021
Q1 		$3.9M Buy
84,400
+9,800
+13% +$419K 0.01% 555
2020
Q4 		$3.18M Buy
74,600
+49,200
+194% +$2.01M 0.01% 569
2020
Q3 		$919K Buy
+25,400
New +$977K ﹤0.01% 744

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

Putnam Investments's OTTR Position: Q4 2023 in Review

Putnam Investments reduced its Otter Tail (OTTR) stake by 2.9% in Q4 2023, selling an estimated $10.8K and leaving 4,738 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Putnam Investments first reported a position in OTTR in Q3 2020 and has held it in 14 quarters since. The position peaked at $4.19M in Q2 2021. 296 funds tracked by Wall St. Rank hold OTTR as of Q4 2023.

  • Putnam Investments held 4,738 shares of Otter Tail worth $403K as of Q4 2023.
  • Putnam Investments sold 140 Otter Tail shares in Q4 2023, an estimated $10.8K.
  • Otter Tail made up ﹤0.01% of Putnam Investments's portfolio in Q4 2023, its #995 holding.
  • Putnam Investments first reported a position in Otter Tail in Q3 2020 and has held it in 14 quarters since.
  • Putnam Investments's Otter Tail position peaked at $4.19M in Q2 2021.
  • 296 funds tracked by Wall St. Rank held Otter Tail as of Q4 2023.

Based on Putnam Investments's 13F filing for Q4 2023, filed 14 Feb 2024.