Jain Global’s Otter Tail OTTR Stock Holding History

Jain Global’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	-6,210	Closed	-$502K	–	1538
2025 Q4	$502K	Buy	+6,210	New	+$503K	﹤0.01%	835
2025 Q3	–	Sell	-3,511	Closed	-$271K	–	1377
2025 Q2	$271K	Buy	3,511 +598	+21%	+$46.7K	﹤0.01%	916
2025 Q1	$234K	Buy	+2,913	New	+$231K	﹤0.01%	782

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jain Global's OTTR Position: Q1 2026 in Review

Jain Global sold out of Otter Tail (OTTR) in Q1 2026, closing a stake of 6,210 shares — an estimated $502K sold.

Jain Global first reported a position in OTTR in Q1 2025 and held it in 3 quarters. The position peaked at $502K in Q4 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Jain Global reported no remaining Otter Tail position as of Q1 2026 after selling out during the quarter.
Jain Global sold 6,210 Otter Tail shares in Q1 2026, an estimated $502K.
Jain Global first reported a position in Otter Tail in Q1 2025 and held it in 3 quarters.
Jain Global's Otter Tail position peaked at $502K in Q4 2025.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Jain Global's 13F filing for Q1 2026, filed 15 May 2026.