Engineers Gate Manager’s Otter Tail OTTR Stock Holding History

Engineers Gate Manager’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	$1.05M	Buy	11,967 +5,251	+78%	+$454K	0.01%	1027
2025 Q4	$543K	Buy	+6,716	New	+$544K	0.01%	1316
2025 Q3	–	Sell	-3,638	Closed	-$280K	–	2431
2025 Q2	$280K	Sell	3,638 -2,996	-45%	-$234K	﹤0.01%	1768
2025 Q1	$533K	Buy	+6,634	New	+$525K	0.01%	1418
2024 Q4	–	Sell	-9,693	Closed	-$758K	–	2485
2024 Q3	$758K	Buy	+9,693	New	+$839K	0.01%	1165
2023 Q1	–	Sell	-8,696	Closed	-$511K	–	1911
2022 Q4	$511K	Buy	+8,696	New	+$521K	0.03%	884
2022 Q3	–	Sell	-4,690	Closed	-$315K	–	1963
2022 Q2	$315K	Buy	+4,690	New	+$298K	0.01%	1389
2022 Q1	–	Sell	-19,751	Closed	-$1.41M	–	2193
2021 Q4	$1.41M	Buy	+19,751	New	+$1.28M	0.06%	428
2020 Q3	–	Sell	-5,378	Closed	-$209K	–	1897
2020 Q2	$209K	Buy	+5,378	New	+$226K	0.01%	1426
2019 Q1	–	Sell	-12,365	Closed	-$614K	–	1096
2018 Q4	$614K	Buy	+12,365	New	+$590K	0.05%	481

Other funds holding OTTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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