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Jackson Creek Investment Advisors’s Otter Tail OTTR Stock Holding History

Jackson Creek Investment Advisors’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 		– Sell
-4,989
Closed -$403K – 355
2025
Q4 		$403K Sell
4,989
-72
-1% -$5.83K 0.12% 250
2025
Q3 		$415K Buy
+5,061
New +$410K 0.12% 230
2025
Q1 		– Sell
-14,674
Closed -$1.08M – 352
2024
Q4 		$1.08M Sell
14,674
-459
-3% -$35.9K 0.33% 159
2024
Q3 		$1.18M Buy
15,133
+3,379
+29% +$292K 0.35% 159
2024
Q2 		$1.03M Sell
11,754
-19
-0.2% -$1.66K 0.38% 130
2024
Q1 		$1.02M Sell
11,773
-22
-0.2% -$1.91K 0.36% 149
2023
Q4 		$1M Sell
11,795
-7
-0.1% -$540 0.38% 117
2023
Q3 		$896K Sell
11,802
-10
-0.1% -$821 0.38% 116
2023
Q2 		$933K Buy
+11,812
New +$887K 0.37% 124
2022
Q4 		– Sell
-12,006
Closed -$739K – 358
2022
Q3 		$739K Sell
12,006
-8,849
-42% -$638K 0.35% 158
2022
Q2 		$1.47M Sell
20,855
-1,708
-8% -$109K 0.59% 8
2022
Q1 		$1.41M Buy
22,563
+1,639
+8% +$103K 0.52% 21
2021
Q4 		$1.49M Sell
20,924
-1,460
-7% -$94.3K 0.53% 20
2021
Q3 		$1.25M Buy
22,384
+200
+0.9% +$10.6K 0.47% 47
2021
Q2 		$1.08M Buy
+22,184
New +$1.06M 0.4% 108
2021
Q1 		– Sell
-20,748
Closed -$884K – 358
2020
Q4 		$884K Sell
20,748
-36
-0.2% -$1.47K 0.35% 163
2020
Q3 		$752K Buy
+20,784
New +$800K 0.34% 150

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Jackson Creek Investment Advisors's OTTR Position: Q1 2026 in Review

Jackson Creek Investment Advisors sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 4,989 shares — an estimated $403K sold.

Jackson Creek Investment Advisors first reported a position in OTTR in Q3 2020 and held it in 17 quarters. The position peaked at $1.49M in Q4 2021. 347 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

  • Jackson Creek Investment Advisors reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 4,989 Otter Tail shares in Q1 2026, an estimated $403K.
  • Jackson Creek Investment Advisors first reported a position in Otter Tail in Q3 2020 and held it in 17 quarters.
  • Jackson Creek Investment Advisors's Otter Tail position peaked at $1.49M in Q4 2021.
  • 347 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.