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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aigen Investment Management's OTTR Position: Q4 2025 in Review

Aigen Investment Management sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 2,800 shares — an estimated $230K sold.

Aigen Investment Management first reported a position in OTTR in Q2 2020 and held it in 9 quarters. The position peaked at $609K in Q4 2020. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

Aigen Investment Management reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
Aigen Investment Management sold 2,800 Otter Tail shares in Q4 2025, an estimated $230K.
Aigen Investment Management first reported a position in Otter Tail in Q2 2020 and held it in 9 quarters.
Aigen Investment Management's Otter Tail position peaked at $609K in Q4 2020.
354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.