Zions Bancorporation’s Otter Tail OTTR Stock Holding History

Zions Bancorporation’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 Q3	–	Sell	-53	Closed	-$4K	–	1037
2022 Q2	$4K	Sell	53 -19	-26%	-$1.21K	﹤0.01%	896
2022 Q1	$5K	Buy	+72	New	+$4.52K	﹤0.01%	960

Other funds holding OTTR

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

BlackRock New York $5.72T AUM 30.48% 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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Zions Bancorporation's OTTR Position: Q3 2022 in Review

Zions Bancorporation sold out of Otter Tail (OTTR) in Q3 2022, closing a stake of 53 shares — an estimated $4K sold.

Zions Bancorporation first reported a position in OTTR in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 265 funds tracked by Wall St. Rank hold OTTR as of Q3 2022.

Zions Bancorporation reported no remaining Otter Tail position as of Q3 2022 after selling out during the quarter.
Zions Bancorporation sold 53 Otter Tail shares in Q3 2022, an estimated $4K.
Zions Bancorporation first reported a position in Otter Tail in Q1 2022 and held it in 2 quarters.
Zions Bancorporation's Otter Tail position peaked at $5K in Q1 2022.
265 funds tracked by Wall St. Rank held Otter Tail as of Q3 2022.

Based on Zions Bancorporation's 13F filing for Q3 2022, filed 8 Nov 2022.