Current Value of Holding

$2.33 Million

Shares

30.4 Thousand

% of Portfolio

0.03%

Average Buy Price

$78.8

Avg closing price
Price range

16 Chuck Royce Otter Tail Trades

Chuck Royce acquired 30.4 Thousand Otter Tail shares worth $2.33 Million. That's 0.03% of their equity portfolio (535th largest holding). The first Otter Tail trade was made in Q1 2018. Since then Chuck Royce bought shares ten more times and sold shares on five occasions. The investor's estimated purchase price is $2.39 Million, resulting in a loss of 2.7%.

Avg closing price
Price range
Increased shares by 6.4% (+1.82 Thousand shares) Q1 2025
Avg closing price $79.07
Price range $72.43 - $83.38
Increased shares by 10.7% (+2.75 Thousand shares) Q4 2024
Avg closing price $78.26
Price range $73.84 - $85.52
Increased shares by 11.7% (+2.7 Thousand shares) Q3 2024
Avg closing price $86.52
Price range $75.53 - $100.47
Sold 0.6% shares (-149 shares) Q2 2024
Avg closing price $87.56
Price range $82.13 - $92.94
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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