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Wedge Capital Management’s Otter Tail OTTR Stock Holding History

Wedge Capital 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
2023
Q1 		– Sell
-3,702
Closed -$217K – 445
2022
Q4 		$217K Buy
+3,702
New +$222K ﹤0.01% 390
2022
Q2 		– Sell
-3,599
Closed -$225K – 437
2022
Q1 		$225K Buy
+3,599
New +$226K ﹤0.01% 386
2021
Q1 		– Sell
-4,719
Closed -$201K – 576
2020
Q4 		$201K Buy
+4,719
New +$192K ﹤0.01% 536
2020
Q3 		– Sell
-6,048
Closed -$235K – 551
2020
Q2 		$235K Sell
6,048
-145
-2% -$6.1K ﹤0.01% 450
2020
Q1 		$275K Buy
+6,193
New +$309K ﹤0.01% 416

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Wedge Capital Management's OTTR Position: Q1 2023 in Review

Wedge Capital Management sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 3,702 shares — an estimated $217K sold.

Wedge Capital Management first reported a position in OTTR in Q1 2020 and held it in 5 quarters. The position peaked at $275K in Q1 2020. 254 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

  • Wedge Capital Management reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
  • Wedge Capital Management sold 3,702 Otter Tail shares in Q1 2023, an estimated $217K.
  • Wedge Capital Management first reported a position in Otter Tail in Q1 2020 and held it in 5 quarters.
  • Wedge Capital Management's Otter Tail position peaked at $275K in Q1 2020.
  • 254 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on Wedge Capital Management's 13F filing for Q1 2023, filed 11 Apr 2023.