TD Asset Management
OTTR icon

TD Asset Management’s Otter Tail OTTR Stock Holding History

TD 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
2024
Q4 		– Sell
-6,100
Closed -$476K – 1365
2024
Q3 		$476K Sell
6,100
-2,600
-30% -$225K ﹤0.01% 1303
2024
Q2 		$762K Buy
8,700
+2,500
+40% +$219K ﹤0.01% 1208
2024
Q1 		$536K Buy
+6,200
New +$539K ﹤0.01% 1287
2023
Q3 		– Sell
-2,900
Closed -$229K – 1439
2023
Q2 		$229K Buy
+2,900
New +$218K ﹤0.01% 1362

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

TD Asset Management's OTTR Position: Q4 2024 in Review

TD Asset Management sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 6,100 shares — an estimated $476K sold.

TD Asset Management first reported a position in OTTR in Q2 2023 and held it in 4 quarters. The position peaked at $762K in Q2 2024. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

  • TD Asset Management reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
  • TD Asset Management sold 6,100 Otter Tail shares in Q4 2024, an estimated $476K.
  • TD Asset Management first reported a position in Otter Tail in Q2 2023 and held it in 4 quarters.
  • TD Asset Management's Otter Tail position peaked at $762K in Q2 2024.
  • 324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on TD Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.