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Sachetta’s Otter Tail OTTR Stock Holding History

Sachetta’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
Q3 		– Sell
-18
Closed -$1.69K – 1278
2024
Q2 		$1.69K Buy
+18
New +$1.58K ﹤0.01% 897

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sachetta's OTTR Position: Q3 2024 in Review

Sachetta sold out of Otter Tail (OTTR) in Q3 2024, closing a stake of 18 shares — an estimated $1.69K sold.

Sachetta first reported a position in OTTR in Q2 2024 and held it in 1 quarter. The position peaked at $1.69K in Q2 2024. 328 funds tracked by Wall St. Rank hold OTTR as of Q3 2024.

  • Sachetta reported no remaining Otter Tail position as of Q3 2024 after selling out during the quarter.
  • Sachetta sold 18 Otter Tail shares in Q3 2024, an estimated $1.69K.
  • Sachetta first reported a position in Otter Tail in Q2 2024 and held it in 1 quarter.
  • Sachetta's Otter Tail position peaked at $1.69K in Q2 2024.
  • 328 funds tracked by Wall St. Rank held Otter Tail as of Q3 2024.

Based on Sachetta's 13F filing for Q3 2024, filed 8 Nov 2024.