Number of Shares
15,084.00
Current Holdings Value*
$1.21 Mil
% of Portfolio
1.41%
Total Estimate Gain
$156,346.18
% of Total Estimate Gain
9.10%

Virtus Small-Cap Fund's Otter Tail Corp Holding Summary

As of 2025-03-31, Virtus Small-Cap Fund held 15,084.00 shares of Otter Tail Corp(OTTR), totaling $1.21 Mil. This investment constitutes 1.41% of their stock portfolio, and Virtus Small-Cap Fund now holds 0.04% of the outstanding Otter Tail Corp(OTTR) stock.

The initial trade took place in 2019Q3. And since then Virtus Small-Cap Fund has made 2 purchases of OTTR, at an average price of $69.28, for a total of 24,788.00 shares. In addition, there have been 5 sales at an average price of $73.08 for 9,704.00 shares. Based on historical transaction data and OTTR's current price of $77.19, Virtus Small-Cap Fund's estimated gain on his OTTR holdings is $156,346.18, reflecting a 9.10% gain to date.

Virtus Small-Cap Fund OTTR ($77.19) Holding Chart

Virtus Small-Cap Fund OTTR ($77.19) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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