Westwood Holdings Group’s Otter Tail OTTR Stock Holding History

Westwood Holdings Group’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	-7,258	Closed	-$426K	–	576
2022 Q4	$426K	Buy	+7,258	New	+$435K	﹤0.01%	433

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

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

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

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Westwood Holdings Group's OTTR Position: Q1 2023 in Review

Westwood Holdings Group sold out of Otter Tail (OTTR) in Q1 2023, closing a stake of 7,258 shares — an estimated $426K sold.

Westwood Holdings Group first reported a position in OTTR in Q4 2022 and held it in 1 quarter. The position peaked at $426K in Q4 2022. 254 funds tracked by Wall St. Rank hold OTTR as of Q1 2023.

Westwood Holdings Group reported no remaining Otter Tail position as of Q1 2023 after selling out during the quarter.
Westwood Holdings Group sold 7,258 Otter Tail shares in Q1 2023, an estimated $426K.
Westwood Holdings Group first reported a position in Otter Tail in Q4 2022 and held it in 1 quarter.
Westwood Holdings Group's Otter Tail position peaked at $426K in Q4 2022.
254 funds tracked by Wall St. Rank held Otter Tail as of Q1 2023.

Based on Westwood Holdings Group's 13F filing for Q1 2023, filed 12 May 2023.