HSBC Holdings
OTTR icon

HSBC Holdings’s Otter Tail OTTR Stock Holding History

HSBC Holdings’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
Q4 		– Sell
-7,407
Closed -$608K – 3102
2025
Q3 		$608K Buy
7,407
+659
+10% +$53.4K ﹤0.01% 2007
2025
Q2 		$525K Buy
6,748
+794
+13% +$62K ﹤0.01% 2133
2025
Q1 		$482K Sell
5,954
-3,772
-39% -$299K ﹤0.01% 2101
2024
Q4 		$722K Buy
9,726
+787
+9% +$61.6K ﹤0.01% 1969
2024
Q3 		$697K Buy
8,939
+1,183
+15% +$102K ﹤0.01% 1850
2024
Q2 		$678K Buy
7,756
+766
+11% +$67.1K ﹤0.01% 1837
2024
Q1 		$604K Buy
6,990
+4,214
+152% +$366K ﹤0.01% 2010
2023
Q4 		$236K Hold
2,776
– – ﹤0.01% 2392
2023
Q3 		$210K Buy
+2,776
New +$228K ﹤0.01% 2394
2022
Q2 		– Sell
-3,847
Closed -$243K – 3392
2022
Q1 		$243K Sell
3,847
-19,286
-83% -$1.21M ﹤0.01% 2894
2021
Q4 		$1.64M Buy
23,133
+1,494
+7% +$96.5K ﹤0.01% 1777
2021
Q3 		$1.21M Buy
21,639
+7,024
+48% +$372K ﹤0.01% 1772
2021
Q2 		$713K Buy
14,615
+1,577
+12% +$75.5K ﹤0.01% 1951
2021
Q1 		$602K Sell
13,038
-27,439
-68% -$1.17M ﹤0.01% 1871
2020
Q4 		$1.71M Buy
40,477
+28,986
+252% +$1.18M ﹤0.01% 1393
2020
Q3 		$418K Buy
11,491
+967
+9% +$37.2K ﹤0.01% 2050
2020
Q2 		$408K Buy
10,524
+2,960
+39% +$125K ﹤0.01% 1961
2020
Q1 		$337K Sell
7,564
-5,604
-43% -$279K ﹤0.01% 1988
2019
Q4 		$674K Buy
+13,168
New +$683K ﹤0.01% 2060
2017
Q1 		– Sell
-8,697
Closed -$355K – 2457
2016
Q4 		$355K Buy
+8,697
New +$323K ﹤0.01% 2102

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HSBC Holdings's OTTR Position: Q4 2025 in Review

HSBC Holdings sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 7,407 shares — an estimated $608K sold.

HSBC Holdings first reported a position in OTTR in Q4 2016 and held it in 20 quarters. The position peaked at $1.71M in Q4 2020. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • HSBC Holdings reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • HSBC Holdings sold 7,407 Otter Tail shares in Q4 2025, an estimated $608K.
  • HSBC Holdings first reported a position in Otter Tail in Q4 2016 and held it in 20 quarters.
  • HSBC Holdings's Otter Tail position peaked at $1.71M in Q4 2020.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on HSBC Holdings's 13F filing for Q4 2025, filed 6 Mar 2026.