Aigen Investment Management’s Otter Tail OTTR Stock Holding History

Aigen Investment Management’s Portfolio OTTR Stock Details OTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,800	Closed	-$230K	–	882
2025 Q3	$230K	Sell	2,800 -786	-22%	-$63.7K	0.04%	629
2025 Q2	$276K	Sell	3,586 -2,556	-42%	-$200K	0.04%	559
2025 Q1	$494K	Buy	+6,142	New	+$486K	0.08%	358
2021 Q4	–	Sell	-5,077	Closed	-$284K	–	1145
2021 Q3	$284K	Sell	5,077 -1,629	-24%	-$86.3K	0.05%	353
2021 Q2	$327K	Sell	6,706 -3,186	-32%	-$152K	0.06%	312
2021 Q1	$457K	Sell	9,892 -4,400	-31%	-$188K	0.06%	306
2020 Q4	$609K	Sell	14,292 -1,510	-10%	-$61.5K	0.08%	328
2020 Q3	$572K	Buy	15,802 +10,365	+191%	+$399K	0.07%	372
2020 Q2	$211K	Buy	+5,437	New	+$229K	0.03%	701

Other funds holding OTTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return