Caitlin John’s Otter Tail OTTR Stock Holding History

Caitlin John’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	-24	Closed	-$1.97K	–	979
2025 Q3	$1.97K	Buy	+24	New	+$1.95K	﹤0.01%	695
2025 Q1	–	Sell	-29	Closed	-$2.14K	–	592
2024 Q4	$2.14K	Buy	29 +2	+7%	+$157	﹤0.01%	654
2024 Q3	$2.17K	Buy	+27	New	+$2.34K	﹤0.01%	652
2024 Q1	–	Hold	0	–	–	–	883
2023 Q4	–	Hold	0	–	–	–	891

Other funds holding OTTR

BlackRock New York $5.72T 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Caitlin John's OTTR Position: Q4 2025 in Review

Caitlin John sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 24 shares — an estimated $1.97K sold.

Caitlin John first reported a position in OTTR in Q3 2024 and held it in 3 quarters. The position peaked at $2.17K in Q3 2024. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

Caitlin John reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
Caitlin John sold 24 Otter Tail shares in Q4 2025, an estimated $1.97K.
Caitlin John first reported a position in Otter Tail in Q3 2024 and held it in 3 quarters.
Caitlin John's Otter Tail position peaked at $2.17K in Q3 2024.
354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Caitlin John's 13F filing for Q4 2025, filed 18 Feb 2026.