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Simplicity Solutions’s Otter Tail OTTR Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-3,825
Closed -$225K – 1194
2022
Q4 		$225K Sell
3,825
-226
-6% -$13.5K 0.03% 582
2022
Q3 		$249K Buy
4,051
+290
+8% +$20.9K 0.04% 522
2022
Q2 		$252K Buy
+3,761
New +$239K 0.03% 485

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Simplicity Solutions's OTTR Position: Q1 2023 in Review

Simplicity Solutions sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 3,825 shares — an estimated $225K sold.

Simplicity Solutions first reported a position in OTTR in Q2 2022 and held it in 3 quarters. The position peaked at $252K in Q2 2022. 254 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

  • Simplicity Solutions reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
  • Simplicity Solutions sold 3,825 Otter Tail shares in Q1 2023, an estimated $225K.
  • Simplicity Solutions first reported a position in Otter Tail in Q2 2022 and held it in 3 quarters.
  • Simplicity Solutions's Otter Tail position peaked at $252K in Q2 2022.
  • 254 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on Simplicity Solutions's 13F filing for Q1 2023, filed 27 Apr 2023.