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Susquehanna Portfolio Strategies’s Otter Tail OTTR Stock Holding History

Susquehanna Portfolio Strategies’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
Q1 		– Sell
-7,124
Closed -$605K – 906
2023
Q4 		$605K Buy
+7,124
New +$550K 0.01% 715

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
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

Susquehanna Portfolio Strategies's OTTR Position: Q1 2024 in Review

Susquehanna Portfolio Strategies sold out of Otter Tail (OTTR) in Q1 2024, closing a stake of 7,124 shares — an estimated $605K sold.

Susquehanna Portfolio Strategies first reported a position in OTTR in Q4 2023 and held it in 1 quarter. The position peaked at $605K in Q4 2023. 305 funds tracked by Wall St. Rank hold OTTR as of Q1 2024.

  • Susquehanna Portfolio Strategies reported no remaining Otter Tail position as of Q1 2024 after selling out during the quarter.
  • Susquehanna Portfolio Strategies sold 7,124 Otter Tail shares in Q1 2024, an estimated $605K.
  • Susquehanna Portfolio Strategies first reported a position in Otter Tail in Q4 2023 and held it in 1 quarter.
  • Susquehanna Portfolio Strategies's Otter Tail position peaked at $605K in Q4 2023.
  • 305 funds tracked by Wall St. Rank held Otter Tail as of Q1 2024.

Based on Susquehanna Portfolio Strategies's 13F filing for Q1 2024, filed 7 May 2024.