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Strategic Asset Management’s Otter Tail OTTR Stock Holding History

Strategic Asset 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
Q3 		$13K Buy
208
+1
+0.5% +$72 0.02% 327
2022
Q2 		$14K Buy
207
+2
+1% +$127 0.02% 335
2022
Q1 		$13K Buy
205
+1
+0.5% +$63 0.02% 341
2021
Q4 		$15K Buy
204
+1
+0.5% +$65 0.02% 310
2021
Q3 		$12K Buy
+203
New +$10.8K 0.02% 312

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Strategic Asset Management's OTTR Position: Q3 2022 in Review

Strategic Asset Management increased its Otter Tail (OTTR) stake by 0.48% in Q3 2022, buying an estimated $72 and bringing the position to 208 shares worth $13K. The position accounts for 0.02% of the portfolio, ranked #327.

Strategic Asset Management first reported a position in OTTR in Q3 2021 and has held it in 5 quarters since. The position peaked at $15K in Q4 2021. 265 funds tracked by Wall St. Rank hold OTTR as of Q3 2022.

  • Strategic Asset Management held 208 shares of Otter Tail worth $13K as of Q3 2022.
  • Strategic Asset Management bought 1 Otter Tail share in Q3 2022, an estimated $72.
  • Otter Tail made up 0.02% of Strategic Asset Management's portfolio in Q3 2022, its #327 holding.
  • Strategic Asset Management first reported a position in Otter Tail in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's Otter Tail position peaked at $15K in Q4 2021.
  • 265 funds tracked by Wall St. Rank held Otter Tail as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.