Ethic Inc’s Otter Tail OTTR Stock Holding History

Ethic Inc’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 Q3	–	Sell	-2,757	Closed	-$217K	–	1269
2025 Q2	$217K	Buy	+2,757	New	+$215K	﹤0.01%	1093

Other funds holding OTTR

BlackRock New York $5.72T 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

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

Ethic Inc's OTTR Position: Q3 2025 in Review

Ethic Inc sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 2,757 shares — an estimated $217K sold.

Ethic Inc first reported a position in OTTR in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

Ethic Inc reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
Ethic Inc sold 2,757 Otter Tail shares in Q3 2025, an estimated $217K.
Ethic Inc first reported a position in Otter Tail in Q2 2025 and held it in 1 quarter.
Ethic Inc's Otter Tail position peaked at $217K in Q2 2025.
343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Ethic Inc's 13F filing for Q3 2025, filed 17 Oct 2025.