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      Current Value of Holding

      $2.68M

      Shares

      31.8k

      % of Portfolio

      0.03%

      Average Buy Price

      $78.8

      Avg closing price
      Price range

      17 Chuck Royce Otter Tail Trades

      Chuck Royce acquired 31.8k Otter Tail shares worth $2.68M. That's 0.03% of their equity portfolio (562nd largest holding). The first Otter Tail trade was made in Q1 2018. Since then Chuck Royce bought shares eleven more times and sold shares on five occasions. The stake costed the investor $2.5M, netting the investor a gain of 7.1% so far.

      Avg closing price
      Price range
      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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