Joel Greenblatt’s Otter Tail OTTR Stock Holding History

Joel Greenblatt’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 Q2	$361K	Sell	4,007 -907	-18%	-$80.1K	﹤0.01%	1597
2026 Q1	$431K	Sell	4,914 -1,775	-27%	-$154K	﹤0.01%	1522
2025 Q4	$541K	Buy	+6,689	New	+$542K	﹤0.01%	1418
2025 Q2	–	Sell	-7,024	Closed	-$565K	–	1724
2025 Q1	$565K	Sell	7,024 -116	-2%	-$9.18K	﹤0.01%	1199
2024 Q4	$527K	Sell	7,140 -355	-5%	-$27.8K	0.01%	1101
2024 Q3	$586K	Sell	7,495 -214	-3%	-$18.5K	0.01%	1062
2024 Q2	$675K	Buy	7,709 +208	+3%	+$18.2K	0.01%	994
2024 Q1	$648K	Sell	7,501 -9,331	-55%	-$811K	0.01%	967
2023 Q4	$1.43M	Buy	16,832 +1,716	+11%	+$132K	0.03%	696
2023 Q3	$1.15M	Buy	15,116 +2,287	+18%	+$188K	0.02%	732
2023 Q2	$1.01M	Sell	12,829 -11,091	-46%	-$833K	0.02%	766
2023 Q1	$1.73M	Sell	23,920 -59	-0.2%	-$3.92K	0.04%	563
2022 Q4	$1.41M	Sell	23,979 -201	-0.8%	-$12K	0.04%	561
2022 Q3	$1.49M	Buy	24,180 +10,307	+74%	+$743K	0.04%	505
2022 Q2	$931K	Buy	13,873 +3,102	+29%	+$197K	0.03%	587
2022 Q1	$673K	Buy	10,771 +7,184	+200%	+$451K	0.02%	694
2021 Q4	$256K	Buy	+3,587	New	+$232K	0.01%	1001

Other funds holding OTTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Joel Greenblatt's OTTR Position: Q2 2026 in Review

Joel Greenblatt reduced its Otter Tail (OTTR) stake by 18% in Q2 2026, selling an estimated $80.1K and leaving 4,007 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Joel Greenblatt first reported a position in OTTR in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.73M in Q1 2023. 358 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

Joel Greenblatt held 4,007 shares of Otter Tail worth $361K as of Q2 2026.
Joel Greenblatt sold 907 Otter Tail shares in Q2 2026, an estimated $80.1K.
Otter Tail made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1597 holding.
Joel Greenblatt first reported a position in Otter Tail in Q4 2021 and has held it in 17 quarters since.
Joel Greenblatt's Otter Tail position peaked at $1.73M in Q1 2023.
358 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.