Foster & Motley’s Otter Tail OTTR Stock Holding History

Foster & Motley’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	$680K	Sell	7,750 -335	-4%	-$29K	0.04%	272
2025 Q4	$653K	Sell	8,085 -930	-10%	-$75.3K	0.03%	267
2025 Q3	$739K	Sell	9,015 -70	-0.8%	-$5.68K	0.04%	253
2025 Q2	$700K	Sell	9,085 -113	-1%	-$8.82K	0.04%	257
2025 Q1	$739K	Sell	9,198 -275	-3%	-$21.8K	0.05%	243
2024 Q4	$699K	Sell	9,473 -145	-2%	-$11.4K	0.05%	245
2024 Q3	$752K	Sell	9,618 -237	-2%	-$20.5K	0.05%	236
2024 Q2	$863K	Buy	9,855 +149	+2%	+$13K	0.06%	219
2024 Q1	$839K	Sell	9,706 -142	-1%	-$12.3K	0.06%	221
2023 Q4	$837K	Sell	9,848 -201	-2%	-$15.5K	0.06%	213
2023 Q3	$763K	Sell	10,049 -112	-1%	-$9.2K	0.06%	224
2023 Q2	$802K	Sell	10,161 -138	-1%	-$10.4K	0.06%	241
2023 Q1	$744K	Sell	10,299 -44	-0.4%	-$2.92K	0.06%	251
2022 Q4	$607K	Sell	10,343 -50	-0.5%	-$3K	0.05%	257
2022 Q3	$639K	Buy	10,393 +477	+5%	+$34.4K	0.06%	230
2022 Q2	$666K	Buy	+9,916	New	+$630K	0.06%	228

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