Raleigh Capital Management’s Otter Tail OTTR Stock Holding History

Raleigh 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
2022 Q4	–	Sell	-21	Closed	-$1K	–	864
2022 Q3	$1K	Buy	+21	New	+$1.51K	﹤0.01%	760

Other funds holding OTTR

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

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raleigh Capital Management's OTTR Position: Q4 2022 in Review

Raleigh Capital Management sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 21 shares — an estimated $1K sold.

Raleigh Capital Management first reported a position in OTTR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

Raleigh Capital Management reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
Raleigh Capital Management sold 21 Otter Tail shares in Q4 2022, an estimated $1K.
Raleigh Capital Management first reported a position in Otter Tail in Q3 2022 and held it in 1 quarter.
Raleigh Capital Management's Otter Tail position peaked at $1K in Q3 2022.
248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.