Vident Investment Advisory’s Otter Tail OTTR Stock Holding History

Vident Investment Advisory’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
2023 Q3	–	Sell	-21,797	Closed	-$1.72M	–	731
2023 Q2	$1.72M	Buy	21,797 +858	+4%	+$64.4K	0.06%	347
2023 Q1	$1.51M	Sell	20,939 -17,954	-46%	-$1.19M	0.05%	422
2022 Q4	$2.28M	Buy	+38,893	New	+$2.33M	0.09%	263
2018 Q4	–	Sell	-7,164	Closed	-$343K	–	885
2018 Q3	$343K	Buy	+7,164	New	+$346K	0.01%	812
2018 Q2	–	Sell	-5,601	Closed	-$242K	–	953
2018 Q1	$242K	Buy	+5,601	New	+$234K	0.01%	820

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vident Investment Advisory's OTTR Position: Q3 2023 in Review

Vident Investment Advisory sold out of Otter Tail (OTTR) in Q3 2023, closing a stake of 21,797 shares — an estimated $1.72M sold.

Vident Investment Advisory first reported a position in OTTR in Q1 2018 and held it in 5 quarters. The position peaked at $2.28M in Q4 2022. 275 funds tracked by Wall St. Rank hold OTTR as of Q3 2023.

Vident Investment Advisory reported no remaining Otter Tail position as of Q3 2023 after selling out during the quarter.
Vident Investment Advisory sold 21,797 Otter Tail shares in Q3 2023, an estimated $1.72M.
Vident Investment Advisory first reported a position in Otter Tail in Q1 2018 and held it in 5 quarters.
Vident Investment Advisory's Otter Tail position peaked at $2.28M in Q4 2022.
275 funds tracked by Wall St. Rank held Otter Tail as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.