Benjamin Edwards Inc’s Otter Tail OTTR Stock Holding History

Benjamin Edwards Inc’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
2026 Q1	$3.44M	Buy	39,229 +935	+2%	+$80.9K	0.03%	408
2025 Q4	$3.09M	Sell	38,294 -54	-0.1%	-$4.38K	0.03%	404
2025 Q3	$3.14M	Buy	+38,348	New	+$3.11M	0.04%	404
2025 Q1	–	Sell	-36,074	Closed	-$2.66M	–	1140
2024 Q4	$2.66M	Buy	36,074 +694	+2%	+$54.3K	0.04%	376
2024 Q3	$2.77M	Sell	35,380 -243	-0.7%	-$21K	0.04%	369
2024 Q2	$3.12M	Sell	35,623 -1,046	-3%	-$91.6K	0.6%	36
2024 Q1	$3.17M	Buy	36,669 +15,892	+76%	+$1.38M	0.63%	36
2023 Q4	$1.76M	Sell	20,777 -31	-0.1%	-$2.39K	0.38%	72
2023 Q3	$1.58M	Buy	20,808 +4,946	+31%	+$406K	0.37%	76
2023 Q2	$1.25M	Buy	15,862 +280	+2%	+$21K	0.29%	98
2023 Q1	$1.13M	Sell	15,582 -864	-5%	-$57.4K	0.27%	104
2022 Q4	$966K	Buy	16,446 +356	+2%	+$21.3K	0.25%	115
2022 Q3	$990K	Buy	+16,090	New	+$1.16M	0.3%	106

Other funds holding OTTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LSV Asset Management

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

Dimensional Fund Advisors

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

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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

First Trust Advisors

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