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BI Asset Management Fondsmaeglerselskab’s Otter Tail OTTR Stock Holding History

BI Asset Management Fondsmaeglerselskab’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
Q3 		– Sell
-689
Closed -$53K – 754
2025
Q2 		$53K Buy
+689
New +$53.8K ﹤0.01% 675
2025
Q1 		– Sell
-2,091
Closed -$154K – 942
2024
Q4 		$154K Buy
+2,091
New +$164K ﹤0.01% 704
2024
Q2 		– Sell
-7,604
Closed -$657K – 714
2024
Q1 		$657K Buy
+7,604
New +$661K 0.01% 454

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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 $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab's OTTR Position: Q3 2025 in Review

BI Asset Management Fondsmaeglerselskab sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 689 shares — an estimated $53K sold.

BI Asset Management Fondsmaeglerselskab first reported a position in OTTR in Q1 2024 and held it in 3 quarters. The position peaked at $657K in Q1 2024. 344 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • BI Asset Management Fondsmaeglerselskab reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
  • BI Asset Management Fondsmaeglerselskab sold 689 Otter Tail shares in Q3 2025, an estimated $53K.
  • BI Asset Management Fondsmaeglerselskab first reported a position in Otter Tail in Q1 2024 and held it in 3 quarters.
  • BI Asset Management Fondsmaeglerselskab's Otter Tail position peaked at $657K in Q1 2024.
  • 344 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on BI Asset Management Fondsmaeglerselskab's 13F filing for Q3 2025, filed 5 Nov 2025.