Brandywine Global Investment Management’s Otter Tail OTTR Stock Holding History

Brandywine Global 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	$6.68M	Sell	82,701 -2,994	-3%	-$243K	0.04%	326
2025 Q3	$7.02M	Buy	85,695 +12,000	+16%	+$973K	0.05%	316
2025 Q2	$5.68M	Buy	73,695 +46,216	+168%	+$3.61M	0.04%	353
2025 Q1	$2.21M	Sell	27,479 -1,110	-4%	-$87.9K	0.02%	456
2024 Q4	$2.11M	Sell	28,589 -1,100	-4%	-$86.1K	0.02%	466
2024 Q3	$2.33M	Buy	+29,689	New	+$2.57M	0.02%	520
2023 Q1	–	Sell	-66,331	Closed	-$3.89M	–	741
2022 Q4	$3.89M	Buy	+66,331	New	+$3.97M	0.03%	443

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