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Steward Financial Group’s Otter Tail OTTR Stock Holding History

Steward Financial Group’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
Q3 		$1K Buy
+25
New +$2.05K ﹤0.01% 1229
2022
Q3 		– Sell
-14
Closed – – 949
2022
Q2 		$0 Buy
+14
New +$890 ﹤0.01% 1259

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Financial Group's OTTR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Otter Tail (OTTR) in Q3 2023: 25 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1229 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in OTTR as recently as Q2 2022.

Steward Financial Group first reported a position in OTTR in Q2 2022 and has held it in 2 quarters since. 275 funds tracked by Wall St. Rank hold OTTR as of Q3 2023.

  • Steward Financial Group held 25 shares of Otter Tail worth $1K as of Q3 2023.
  • Otter Tail was a new Steward Financial Group position in Q3 2023.
  • Otter Tail made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1229 holding.
  • Steward Financial Group first reported a position in Otter Tail in Q2 2022 and has held it in 2 quarters since.
  • 275 funds tracked by Wall St. Rank held Otter Tail as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.