Edgestream Partners’s Otter Tail OTTR Stock Holding History

Edgestream Partners’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	-28,867	Closed	-$2.37M	–	1092
2025 Q3	$2.37M	Sell	28,867 -1,555	-5%	-$126K	0.07%	482
2025 Q2	$2.35M	Buy	30,422 +3,817	+14%	+$298K	0.07%	496
2025 Q1	$2.14M	Sell	26,605 -56,765	-68%	-$4.49M	0.07%	471
2024 Q4	$6.16M	Buy	83,370 +5,926	+8%	+$464K	0.26%	96
2024 Q3	$6.05M	Buy	77,444 +9,749	+14%	+$844K	0.27%	94
2024 Q2	$5.93M	Buy	67,695 +64,554	+2,055%	+$5.65M	0.29%	83
2024 Q1	$271K	Buy	+3,141	New	+$273K	0.01%	738

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

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return