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Versor Investments’s Otter Tail OTTR Stock Holding History

Versor 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
2024
Q4 		– Sell
-11,500
Closed -$899K – 918
2024
Q3 		$899K Buy
11,500
+4,300
+60% +$372K 0.14% 230
2024
Q2 		$631K Buy
+7,200
New +$630K 0.12% 279
2023
Q4 		– Sell
-3,252
Closed -$247K – 823
2023
Q3 		$247K Sell
3,252
-5,400
-62% -$443K 0.05% 543
2023
Q2 		$683K Buy
+8,652
New +$650K 0.12% 168
2023
Q1 		– Sell
-3,900
Closed -$229K – 839
2022
Q4 		$229K Buy
+3,900
New +$234K 0.02% 603

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

Versor Investments's OTTR Position: Q4 2024 in Review

Versor Investments sold out of Otter Tail (OTTR) in Q4 2024, closing a stake of 11,500 shares — an estimated $899K sold.

Versor Investments first reported a position in OTTR in Q4 2022 and held it in 5 quarters. The position peaked at $899K in Q3 2024. 324 funds tracked by Wall St. Rank hold OTTR as of Q4 2024.

  • Versor Investments reported no remaining Otter Tail position as of Q4 2024 after selling out during the quarter.
  • Versor Investments sold 11,500 Otter Tail shares in Q4 2024, an estimated $899K.
  • Versor Investments first reported a position in Otter Tail in Q4 2022 and held it in 5 quarters.
  • Versor Investments's Otter Tail position peaked at $899K in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Otter Tail as of Q4 2024.

Based on Versor Investments's 13F filing for Q4 2024, filed 5 Feb 2025.