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Bridgeway Capital Management’s Otter Tail OTTR Stock Holding History

Bridgeway Capital 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
2026
Q2 		– Sell
-24,800
Closed -$2.18M – 1295
2026
Q1 		$2.18M Sell
24,800
-10,800
-30% -$934K 0.04% 508
2025
Q4 		$2.88M Sell
35,600
-2,500
-7% -$203K 0.06% 407
2025
Q3 		$3.12M Hold
38,100
– – 0.07% 394
2025
Q2 		$2.94M Hold
38,100
– – 0.07% 386
2025
Q1 		$3.06M Hold
38,100
– – 0.08% 361
2024
Q4 		$2.81M Hold
38,100
– – 0.06% 417
2024
Q3 		$2.98M Buy
38,100
+7,100
+23% +$614K 0.06% 415
2024
Q2 		$2.72M Buy
+31,000
New +$2.71M 0.06% 417
2024
Q1 		– Sell
-58,600
Closed -$4.98M – 1358
2023
Q4 		$4.98M Buy
+58,600
New +$4.52M 0.11% 308
2023
Q1 		– Sell
-20,800
Closed -$1.22M – 1419
2022
Q4 		$1.22M Hold
20,800
– – 0.03% 689
2022
Q3 		$1.28M Buy
20,800
+400
+2% +$28.9K 0.03% 678
2022
Q2 		$1.37M Buy
+20,400
New +$1.3M 0.03% 657
2017
Q2 		– Sell
-78,200
Closed -$2.96M – 1460
2017
Q1 		$2.96M Hold
78,200
– – 0.04% 423
2016
Q4 		$3.19M Buy
78,200
+100
+0.1% +$3.72K 0.04% 404
2016
Q3 		$2.7M Buy
78,100
+400
+0.5% +$13.8K 0.04% 412
2016
Q2 		$2.6M Hold
77,700
– – 0.04% 411
2016
Q1 		$2.3M Buy
+77,700
New +$2.13M 0.04% 464
2013
Q4 		– Sell
-83,350
Closed -$2.3M – 1427
2013
Q3 		$2.3M Buy
83,350
+100
+0.1% +$2.88K 0.08% 363
2013
Q2 		$2.36M Buy
+83,250
New +$2.45M 0.09% 275

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bridgeway Capital Management's OTTR Position: Q2 2026 in Review

Bridgeway Capital Management sold out of Otter Tail (OTTR) in Q2 2026, closing a stake of 24,800 shares — an estimated $2.18M sold.

Bridgeway Capital Management first reported a position in OTTR in Q2 2013 and held it in 19 quarters. The position peaked at $4.98M in Q4 2023. 360 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • Bridgeway Capital Management reported no remaining Otter Tail position as of Q2 2026 after selling out during the quarter.
  • Bridgeway Capital Management sold 24,800 Otter Tail shares in Q2 2026, an estimated $2.18M.
  • Bridgeway Capital Management first reported a position in Otter Tail in Q2 2013 and held it in 19 quarters.
  • Bridgeway Capital Management's Otter Tail position peaked at $4.98M in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Bridgeway Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.