Centiva Capital’s Otter Tail OTTR Stock Holding History

Centiva Capital’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	-3,839	Closed	-$296K	–	1710
2025 Q2	$296K	Buy	+3,839	New	+$300K	0.02%	1193
2024 Q4	–	Sell	-9,185	Closed	-$718K	–	2227
2024 Q3	$718K	Buy	+9,185	New	+$795K	0.03%	1020
2024 Q1	–	Sell	-3,682	Closed	-$313K	–	2145
2023 Q4	$313K	Buy	+3,682	New	+$284K	0.02%	1184
2023 Q3	–	Sell	-4,598	Closed	-$363K	–	2004
2023 Q2	$363K	Buy	+4,598	New	+$345K	0.02%	1007

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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