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Elo Mutual Pension Insurance’s Otter Tail OTTR Stock Holding History

Elo Mutual Pension Insurance’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 		$1.5M Sell
17,067
-6,039
-26% -$522K 0.02% 422
2025
Q4 		$1.87M Buy
+23,106
New +$1.87M 0.03% 392

Other funds holding OTTR

BlackRock
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
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 $55.1B AUM 45.38% 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 $124B 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

Elo Mutual Pension Insurance's OTTR Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Otter Tail (OTTR) stake by 26% in Q1 2026, selling an estimated $522K and leaving 17,067 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #422.

Elo Mutual Pension Insurance first reported a position in OTTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.87M in Q4 2025. 346 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Elo Mutual Pension Insurance held 17,067 shares of Otter Tail worth $1.5M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 6,039 Otter Tail shares in Q1 2026, an estimated $522K.
  • Otter Tail made up 0.02% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #422 holding.
  • Elo Mutual Pension Insurance first reported a position in Otter Tail in Q4 2025 and has held it in 2 quarters since.
  • Elo Mutual Pension Insurance's Otter Tail position peaked at $1.87M in Q4 2025.
  • 346 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.