Citigroup’s Otter Tail OTTR Stock Holding History

Citigroup’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
2023 Q4	–	Sell	-100,000	Closed	-$7.59M	–	5817
2023 Q3	$7.59M	Buy	100,000 +20,000	+25%	+$1.64M	0.01%	1236
2023 Q2	$6.32M	Buy	+80,000	New	+$6.01M	﹤0.01%	1362
2023 Q1	–	Sell	-164,200	Closed	-$9.64M	–	5754
2022 Q4	$9.64M	Buy	164,200 +64,200	+64%	+$3.85M	0.01%	1150
2022 Q3	$6.15M	Buy	+100,000	New	+$7.21M	﹤0.01%	1430

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Citigroup's OTTR Position: Q1 2026 in Review

Citigroup reduced its Otter Tail (OTTR) stake by 10% in Q1 2026, selling an estimated $343K and leaving 34,495 shares worth $3.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Citigroup first reported a position in OTTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.8M in Q1 2025. 345 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Citigroup held 34,495 shares of Otter Tail worth $3.03M as of Q1 2026.
Citigroup sold 3,968 Otter Tail shares in Q1 2026, an estimated $343K.
Otter Tail made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2368 holding.
Citigroup first reported a position in Otter Tail in Q2 2013 and has held it in 52 quarters since.
Citigroup's Otter Tail position peaked at $4.8M in Q1 2025.
345 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.