UBS Group’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.7M | Buy |
156,553
+60,965
| +64% | +$5.27M | ﹤0.01% | 3005 |
|
|
2025
Q4 | $7.72M | Sell |
95,588
-52,559
| -35% | -$4.26M | ﹤0.01% | 3567 |
|
|
2025
Q3 | $12.1M | Buy |
148,147
+65,486
| +79% | +$5.31M | ﹤0.01% | 3085 |
|
|
2025
Q2 | $6.37M | Sell |
82,661
-17,628
| -18% | -$1.38M | ﹤0.01% | 3618 |
|
|
2025
Q1 | $8.06M | Sell |
100,289
-162,028
| -62% | -$12.8M | ﹤0.01% | 3280 |
|
|
2024
Q4 | $19.4M | Buy |
262,317
+182,697
| +229% | +$14.3M | ﹤0.01% | 2352 |
|
|
2024
Q3 | $6.22M | Buy |
79,620
+26,539
| +50% | +$2.3M | ﹤0.01% | 2840 |
|
|
2024
Q2 | $4.65M | Sell |
53,081
-7,068
| -12% | -$619K | ﹤0.01% | 2948 |
|
|
2024
Q1 | $5.2M | Sell |
60,149
-3,761
| -6% | -$327K | ﹤0.01% | 2929 |
|
|
2023
Q4 | $5.43M | Buy |
63,910
+23,044
| +56% | +$1.78M | ﹤0.01% | 2701 |
|
|
2023
Q3 | $3.1M | Sell |
40,866
-13,117
| -24% | -$1.08M | ﹤0.01% | 3020 |
|
|
2023
Q2 | $4.26M | Buy |
53,983
+7,474
| +16% | +$561K | ﹤0.01% | 2755 |
|
|
2023
Q1 | $3.36M | Buy |
46,509
+920
| +2% | +$61.1K | ﹤0.01% | 2894 |
|
|
2022
Q4 | $2.68M | Buy |
45,589
+10,303
| +29% | +$617K | ﹤0.01% | 3093 |
|
|
2022
Q3 | $2.17M | Buy |
35,286
+1,991
| +6% | +$144K | ﹤0.01% | 3089 |
|
|
2022
Q2 | $2.23M | Sell |
33,295
-9,448
| -22% | -$601K | ﹤0.01% | 3060 |
|
|
2022
Q1 | $2.67M | Sell |
42,743
-11,261
| -21% | -$706K | ﹤0.01% | 3151 |
|
|
2021
Q4 | $3.86M | Buy |
54,004
+17,933
| +50% | +$1.16M | ﹤0.01% | 3113 |
|
|
2021
Q3 | $2.02M | Buy |
36,071
+1,030
| +3% | +$54.6K | ﹤0.01% | 3567 |
|
|
2021
Q2 | $1.71M | Sell |
35,041
-17,775
| -34% | -$851K | ﹤0.01% | 3722 |
|
|
2021
Q1 | $2.44M | Buy |
52,816
+4,027
| +8% | +$172K | ﹤0.01% | 3360 |
|
|
2020
Q4 | $2.08M | Sell |
48,789
-189
| -0.4% | -$7.7K | ﹤0.01% | 3378 |
|
|
2020
Q3 | $1.77M | Sell |
48,978
-8,980
| -15% | -$346K | ﹤0.01% | 3156 |
|
|
2020
Q2 | $2.25M | Sell |
57,958
-5,213
| -8% | -$219K | ﹤0.01% | 2760 |
|
|
2020
Q1 | $2.81M | Sell |
63,171
-23,063
| -27% | -$1.15M | ﹤0.01% | 2429 |
|
|
2019
Q4 | $4.42M | Buy |
86,234
+20,306
| +31% | +$1.05M | ﹤0.01% | 2711 |
|
|
2019
Q3 | $3.54M | Buy |
65,928
+21,719
| +49% | +$1.14M | ﹤0.01% | 2714 |
|
|
2019
Q2 | $2.33M | Buy |
44,209
+4,117
| +10% | +$210K | ﹤0.01% | 3004 |
|
|
2019
Q1 | $2M | Sell |
40,092
-9,514
| -19% | -$467K | ﹤0.01% | 2997 |
|
|
2018
Q4 | $2.46M | Buy |
49,606
+5,730
| +13% | +$273K | ﹤0.01% | 2838 |
|
|
2018
Q3 | $2.1M | Buy |
43,876
+3,982
| +10% | +$193K | ﹤0.01% | 3188 |
|
|
2018
Q2 | $1.9M | Buy |
39,894
+8,802
| +28% | +$397K | ﹤0.01% | 3224 |
|
|
2018
Q1 | $1.35M | Sell |
31,092
-19,927
| -39% | -$834K | ﹤0.01% | 3464 |
|
|
2017
Q4 | $2.27M | Buy |
51,019
+2,478
| +5% | +$114K | ﹤0.01% | 3088 |
|
|
2017
Q3 | $2.1M | Buy |
48,541
+2,099
| +5% | +$86.8K | ﹤0.01% | 3092 |
|
|
2017
Q2 | $1.84M | Buy |
46,442
+1,050
| +2% | +$41.3K | ﹤0.01% | 3086 |
|
|
2017
Q1 | $1.72M | Sell |
45,392
-17,784
| -28% | -$674K | ﹤0.01% | 3075 |
|
|
2016
Q4 | $2.58M | Buy |
63,176
+2,983
| +5% | +$111K | ﹤0.01% | 2683 |
|
|
2016
Q3 | $2.08M | Buy |
60,193
+2,967
| +5% | +$103K | ﹤0.01% | 2804 |
|
|
2016
Q2 | $1.92M | Buy |
57,226
+3,457
| +6% | +$104K | ﹤0.01% | 2805 |
|
|
2016
Q1 | $1.59M | Buy |
53,769
+13,342
| +33% | +$366K | ﹤0.01% | 2870 |
|
|
2015
Q4 | $1.08M | Buy |
40,427
+8,676
| +27% | +$233K | ﹤0.01% | 3354 |
|
|
2015
Q3 | $827K | Buy |
31,751
+3,492
| +12% | +$92.2K | ﹤0.01% | 3529 |
|
|
2015
Q2 | $752K | Sell |
28,259
-4,177
| -13% | -$120K | ﹤0.01% | 3787 |
|
|
2015
Q1 | $1.04M | Buy |
32,436
+1,231
| +4% | +$39.2K | ﹤0.01% | 3534 |
|
|
2014
Q4 | $966K | Buy |
+31,205
| New | +$922K | ﹤0.01% | 3596 |
|
Other funds holding OTTR
VPM
VCM
