Current Value of Holding

$2.14 Million

Shares

23.3 Thousand

% of Portfolio

0.02%

Average Buy Price

$78

Avg closing price
Price range

12 Chuck Royce Otter Tail Trades

Chuck Royce acquired 23.3 Thousand Otter Tail shares worth $2.14 Million. That's 0.02% of their equity portfolio (594th largest holding). The first Otter Tail trade was made in Q1 2018. Since then Chuck Royce bought shares seven more times and sold shares on four occasions. The stake costed the investor $1.82 Million, netting the investor a gain of 18% so far.

Avg closing price
Price range
Sold 4.6% shares (-1.13 Thousand shares) Q1 2024
Avg closing price $86.93
Price range $80.31 - $98.85
Increased shares by 55.4% (+8.69 Thousand shares) Q4 2023
Avg closing price $77.21
Price range $69.76 - $88.32
Increased shares by 95.3% (+7.66 Thousand shares) Q3 2023
Avg closing price $82.10
Price range $75.30 - $92.48
New holding (+8.04 Thousand shares) Q2 2023
Avg closing price $75.09
Price range $69.64 - $78.96
Sold -1.14 Thousand shares Q4 2019
Avg closing price $51.90
Price range $48.51 - $57.43
Increased shares by 54.7% (+404 shares) Q3 2019
Avg closing price $52.33
Price range $49.35 - $54.34
Sold 7.3% shares (-58 shares) Q2 2019
Avg closing price $50.93
Price range $48.80 - $52.85
Increased shares by 31.3% (+190 shares) Q1 2019
Avg closing price $49.11
Price range $46.54 - $51.54
Sold 17.4% shares (-128 shares) Q4 2018
Avg closing price $47.73
Price range $44.77 - $51.58
Increased shares by 53.8% (+257 shares) Q3 2018
Avg closing price $48.34
Price range $47.05 - $49.60
Increased shares by 60.4% (+180 shares) Q2 2018
Avg closing price $45.05
Price range $42.55 - $48.55
New holding (+298 shares) Q1 2018
Avg closing price $41.84
Price range $39.80 - $43.80

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