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CIBC World Markets’s Otter Tail OTTR Stock Holding History

CIBC World Markets’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 		$206K Buy
+2,551
New +$207K ﹤0.01% 1118
2025
Q2 		$366K Sell
4,751
-4,428
-48% -$346K ﹤0.01% 1007
2025
Q1 		$738K Buy
9,179
+5,309
+137% +$420K 0.01% 810
2024
Q4 		$286K Buy
+3,870
New +$303K ﹤0.01% 955

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIBC World Markets's OTTR Position: Q4 2025 in Review

CIBC World Markets opened a new position in Otter Tail (OTTR) in Q4 2025: 2,551 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1118 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in OTTR as recently as Q2 2025.

CIBC World Markets first reported a position in OTTR in Q4 2024 and has held it in 4 quarters since. The position peaked at $738K in Q1 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • CIBC World Markets held 2,551 shares of Otter Tail worth $206K as of Q4 2025.
  • Otter Tail was a new CIBC World Markets position in Q4 2025.
  • Otter Tail made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1118 holding.
  • CIBC World Markets first reported a position in Otter Tail in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's Otter Tail position peaked at $738K in Q1 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.