CRC
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Curi RMB Capital’s Otter Tail OTTR Stock Holding History

Curi RMB 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
2026
Q1 		$733K Buy
8,352
+2
+0% +$173 0.01% 514
2025
Q4 		$675K Buy
+8,350
New +$676K 0.01% 537
2020
Q2 		– Sell
-7,920
Closed -$352K – 668
2020
Q1 		$352K Buy
+7,920
New +$395K 0.02% 461
2014
Q4 		– Sell
-23,576
Closed -$629K – 453
2014
Q3 		$629K Hold
23,576
– – 0.04% 329
2014
Q2 		$714K Hold
23,576
– – 0.05% 296
2014
Q1 		$726K Hold
23,576
– – 0.05% 250
2013
Q4 		$690K Hold
23,576
– – 0.05% 237
2013
Q3 		$651K Hold
23,576
– – 0.05% 245
2013
Q2 		$670K Buy
+23,576
New +$695K 0.05% 236

Other funds holding OTTR

BlackRock
BlackRock New York $5.7T 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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return