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iSAM Funds (UK)’s Otter Tail OTTR Stock Holding History

iSAM Funds (UK)’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
-5,693
Closed -$467K – 600
2025
Q3 		$467K Buy
5,693
+3
+0.1% +$243 0.1% 284
2025
Q2 		$439K Buy
5,690
+2,512
+79% +$196K 0.1% 291
2025
Q1 		$255K Buy
+3,178
New +$252K 0.13% 256

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

iSAM Funds (UK)'s OTTR Position: Q4 2025 in Review

iSAM Funds (UK) sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 5,693 shares — an estimated $467K sold.

iSAM Funds (UK) first reported a position in OTTR in Q1 2025 and held it in 3 quarters. The position peaked at $467K in Q3 2025. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

  • iSAM Funds (UK) reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
  • iSAM Funds (UK) sold 5,693 Otter Tail shares in Q4 2025, an estimated $467K.
  • iSAM Funds (UK) first reported a position in Otter Tail in Q1 2025 and held it in 3 quarters.
  • iSAM Funds (UK)'s Otter Tail position peaked at $467K in Q3 2025.
  • 354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.