ZIM
OTTR icon

Zacks Investment Management’s Otter Tail OTTR Stock Holding History

Zacks Investment 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
2022
Q4 		– Sell
-20,710
Closed -$1.27M – 647
2022
Q3 		$1.27M Buy
20,710
+11,352
+121% +$819K 0.02% 312
2022
Q2 		$628K Sell
9,358
-5
-0.1% -$318 0.01% 400
2022
Q1 		$585K Sell
9,363
-591
-6% -$37.1K 0.01% 425
2021
Q4 		$711K Buy
+9,954
New +$643K 0.01% 413
2020
Q3 		– Sell
-20,258
Closed -$786K – 548
2020
Q2 		$786K Sell
20,258
-1,840
-8% -$77.4K 0.02% 340
2020
Q1 		$982K Sell
22,098
-3,878
-15% -$193K 0.02% 298
2019
Q4 		$1.33M Sell
25,976
-2,333
-8% -$121K 0.02% 346
2019
Q3 		$1.52M Sell
28,309
-5,259
-16% -$275K 0.03% 316
2019
Q2 		$1.77M Sell
33,568
-55
-0.2% -$2.8K 0.04% 297
2019
Q1 		$1.68M Buy
33,623
+19,859
+144% +$975K 0.04% 285
2018
Q4 		$683K Buy
+13,764
New +$657K 0.02% 404
2017
Q1 		– Sell
-5,663
Closed -$231K – 703
2016
Q4 		$231K Buy
+5,663
New +$211K 0.01% 566
2014
Q2 		– Sell
-7,512
Closed -$231K – 730
2014
Q1 		$231K Buy
+7,512
New +$222K 0.01% 603
2013
Q3 		– Sell
-9,741
Closed -$277K – 672
2013
Q2 		$277K Buy
+9,741
New +$287K 0.01% 488

Other funds holding OTTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zacks Investment Management's OTTR Position: Q4 2022 in Review

Zacks Investment Management sold out of Otter Tail (OTTR) in Q4 2022, closing a stake of 20,710 shares — an estimated $1.27M sold.

Zacks Investment Management first reported a position in OTTR in Q2 2013 and held it in 14 quarters. The position peaked at $1.77M in Q2 2019. 248 funds tracked by Wall St. Rank hold OTTR as of Q4 2022.

  • Zacks Investment Management reported no remaining Otter Tail position as of Q4 2022 after selling out during the quarter.
  • Zacks Investment Management sold 20,710 Otter Tail shares in Q4 2022, an estimated $1.27M.
  • Zacks Investment Management first reported a position in Otter Tail in Q2 2013 and held it in 14 quarters.
  • Zacks Investment Management's Otter Tail position peaked at $1.77M in Q2 2019.
  • 248 funds tracked by Wall St. Rank held Otter Tail as of Q4 2022.

Based on Zacks Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.