Truist Financial
OTTR icon

Truist Financial’s Otter Tail OTTR Stock Holding History

Truist Financial’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
2025
Q1 		– Sell
-3,390
Closed -$250K – 2623
2024
Q4 		$250K Buy
3,390
+1
+0% +$78 ﹤0.01% 2261
2024
Q3 		$265K Sell
3,389
-8,821
-72% -$763K ﹤0.01% 2207
2024
Q2 		$1.07M Buy
12,210
+11
+0.1% +$963 ﹤0.01% 1575
2024
Q1 		$1.05M Buy
12,199
+110
+0.9% +$9.56K ﹤0.01% 1592
2023
Q4 		$1.03M Sell
12,089
-206
-2% -$15.9K ﹤0.01% 1575
2023
Q3 		$933K Sell
12,295
-1,975
-14% -$162K ﹤0.01% 1601
2023
Q2 		$1.13M Sell
14,270
-3,206
-18% -$241K ﹤0.01% 1535
2023
Q1 		$1.26M Buy
17,476
+200
+1% +$13.3K ﹤0.01% 1446
2022
Q4 		$1.01M Buy
17,276
+10,314
+148% +$618K ﹤0.01% 1541
2022
Q3 		$429K Sell
6,962
-5,720
-45% -$413K ﹤0.01% 1914
2022
Q2 		$851K Hold
12,682
– – ﹤0.01% 1633
2022
Q1 		$793K Sell
12,682
-36
-0.3% -$2.26K ﹤0.01% 1746
2021
Q4 		$908K Sell
12,718
-250
-2% -$16.1K ﹤0.01% 1684
2021
Q3 		$726K Sell
12,968
-2,893
-18% -$153K ﹤0.01% 1798
2021
Q2 		$775K Buy
+15,861
New +$759K ﹤0.01% 1788
2019
Q4 		– Sell
-4,000
Closed -$215K – 2489
2019
Q3 		$215K Buy
+4,000
New +$209K ﹤0.01% 742

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Truist Financial's OTTR Position: Q1 2025 in Review

Truist Financial sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 3,390 shares — an estimated $250K sold.

Truist Financial first reported a position in OTTR in Q3 2019 and held it in 16 quarters. The position peaked at $1.26M in Q1 2023. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

  • Truist Financial reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 3,390 Otter Tail shares in Q1 2025, an estimated $250K.
  • Truist Financial first reported a position in Otter Tail in Q3 2019 and held it in 16 quarters.
  • Truist Financial's Otter Tail position peaked at $1.26M in Q1 2023.
  • 333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.