Current Value of Holding

$2.73M

Shares

31.5k

% of Portfolio

0.02%

Average Buy Price

$78.8

Avg closing price
Price range

20 Chuck Royce Otter Tail Trades

Chuck Royce acquired 31.5k Otter Tail shares worth $2.73M. That's 0.02% of their equity portfolio (539th largest holding). The first Otter Tail trade was made in Q1 2018. Since then Chuck Royce bought shares twelve more times and sold shares on seven occasions. The stake costed the investor $2.49M, netting the investor a gain of 9.7% so far.

Avg closing price
Price range
Sold 0.6% shares (-193 shares) Q1 2026
Avg closing price $86.69
Price range $81.34 - $90.04
Sold 0.7% shares (-212 shares) Q4 2025
Avg closing price $81.03
Price range $75.05 - $86.04
Increased shares by 0.6% (+180 shares) Q3 2025
Avg closing price $81.12
Price range $75.29 - $85.97
Increased shares by 4.6% (+1.39k shares) Q2 2025
Avg closing price $78.03
Price range $74.62 - $81.76
Increased shares by 6.4% (+1.82k shares) Q1 2025
Avg closing price $79.07
Price range $72.43 - $83.38
Increased shares by 10.7% (+2.75k shares) Q4 2024
Avg closing price $78.26
Price range $73.84 - $85.52
Increased shares by 11.7% (+2.7k 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 (-1.13k shares) Q1 2024
Avg closing price $86.93
Price range $80.31 - $98.85
Increased shares by 55.4% (+8.69k shares) Q4 2023
Avg closing price $77.21
Price range $69.76 - $88.32
Increased shares by 95.3% (+7.66k shares) Q3 2023
Avg closing price $82.10
Price range $75.30 - $92.48
New holding (+8.04k shares) Q2 2023
Avg closing price $75.09
Price range $69.64 - $78.96
Sold -1.14k 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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