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QRG Capital Management’s Otter Tail OTTR Stock Holding History

QRG Capital Management’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
-3,251
Closed -$254K – 1124
2024
Q3 		$254K Sell
3,251
-1,845
-36% -$160K ﹤0.01% 964
2024
Q2 		$446K Buy
5,096
+37
+0.7% +$3.24K 0.01% 766
2024
Q1 		$437K Sell
5,059
-818
-14% -$71.1K 0.01% 789
2023
Q4 		$499K Sell
5,877
-125
-2% -$9.65K 0.01% 717
2023
Q3 		$456K Buy
+6,002
New +$493K 0.01% 690

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

QRG Capital Management's OTTR Position: Q4 2024 in Review

QRG Capital Management sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 3,251 shares — an estimated $254K sold.

QRG Capital Management first reported a position in OTTR in Q3 2023 and held it in 5 quarters. The position peaked at $499K in Q4 2023. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

  • QRG Capital Management reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
  • QRG Capital Management sold 3,251 Otter Tail shares in Q4 2024, an estimated $254K.
  • QRG Capital Management first reported a position in Otter Tail in Q3 2023 and held it in 5 quarters.
  • QRG Capital Management's Otter Tail position peaked at $499K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on QRG Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.