Susquehanna Fundamental Investments’s Otter Tail OTTR Stock Holding History

Susquehanna Fundamental Investments’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 Q4	–	Sell	-17,612	Closed	-$1.34M	–	252
2023 Q3	$1.34M	Hold	17,612	–	–	0.09%	171
2023 Q2	$1.39M	Hold	17,612	–	–	0.05%	289
2023 Q1	$1.27M	Hold	17,612	–	–	0.03%	472
2022 Q4	$1.03M	Buy	17,612 +11,128	+172%	+$667K	0.02%	647
2022 Q3	$399K	Buy	+6,484	New	+$468K	0.01%	1082
2022 Q1	$1.07M	Buy	17,119 +1,200	+8%	+$75.3K	0.02%	814
2021 Q4	$1.14M	Buy	15,919 +3,305	+26%	+$213K	0.03%	599
2021 Q3	$706K	Buy	+12,614	New	+$669K	0.01%	1042
2020 Q3	–	Sell	-17,948	Closed	-$696K	–	1373
2020 Q2	$696K	Buy	17,948 +7,548	+73%	+$318K	0.03%	525
2020 Q1	$462K	Buy	+10,400	New	+$518K	0.09%	184
2019 Q4	–	Sell	-4,100	Closed	-$220K	–	338
2019 Q3	$220K	Buy	+4,100	New	+$215K	0.03%	295
2019 Q2	–	Sell	-8,798	Closed	-$438K	–	397
2019 Q1	$438K	Hold	8,798	–	–	0.05%	289
2018 Q4	$437K	Hold	8,798	–	–	0.08%	225
2018 Q3	$421K	Hold	8,798	–	–	0.07%	249
2018 Q2	$419K	Buy	+8,798	New	+$396K	0.06%	285

Other funds holding OTTR

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

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

Susquehanna Fundamental Investments's OTTR Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of Otter Tail (OTTR) in Q4 2023, closing a stake of 17,612 shares — an estimated $1.34M sold.

Susquehanna Fundamental Investments first reported a position in OTTR in Q2 2018 and held it in 15 quarters. The position peaked at $1.39M in Q2 2023. 297 funds tracked by Wall St. Rank hold OTTR as of Q4 2023.

Susquehanna Fundamental Investments reported no remaining Otter Tail position as of Q4 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 17,612 Otter Tail shares in Q4 2023, an estimated $1.34M.
Susquehanna Fundamental Investments first reported a position in Otter Tail in Q2 2018 and held it in 15 quarters.
Susquehanna Fundamental Investments's Otter Tail position peaked at $1.39M in Q2 2023.
297 funds tracked by Wall St. Rank held Otter Tail as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.