GWWM
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Great Waters Wealth Management’s Otter Tail OTTR Stock Holding History

Great Waters Wealth Management’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
Q1 		– Sell
-2,739
Closed -$202K – 112
2024
Q4 		$202K Buy
2,739
+4
+0.1% +$313 0.03% 109
2024
Q3 		$214K Buy
2,735
+3
+0.1% +$260 0.03% 102
2024
Q2 		$239K Buy
2,732
+3
+0.1% +$263 0.04% 90
2024
Q1 		$236K Buy
2,729
+3
+0.1% +$261 0.04% 85
2023
Q4 		$232K Buy
2,726
+3
+0.1% +$232 0.04% 82
2023
Q3 		$202K Sell
2,723
-137
-5% -$11.2K 0.04% 86
2023
Q2 		$226K Buy
+2,860
New +$215K 0.04% 82

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

Great Waters Wealth Management's OTTR Position: Q1 2025 in Review

Great Waters Wealth Management sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 2,739 shares — an estimated $202K sold.

Great Waters Wealth Management first reported a position in OTTR in Q2 2023 and held it in 7 quarters. The position peaked at $239K in Q2 2024. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

  • Great Waters Wealth Management reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
  • Great Waters Wealth Management sold 2,739 Otter Tail shares in Q1 2025, an estimated $202K.
  • Great Waters Wealth Management first reported a position in Otter Tail in Q2 2023 and held it in 7 quarters.
  • Great Waters Wealth Management's Otter Tail position peaked at $239K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on Great Waters Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.