Lazard Asset Management
OTTR icon

Lazard Asset Management’s Otter Tail OTTR Stock Holding History

Lazard Asset Management’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
Q2 		– Sell
-598
Closed -$48K – 2471
2025
Q1 		$48K Sell
598
-2,332
-80% -$185K ﹤0.01% 2003
2024
Q4 		$215K Sell
2,930
-1,394
-32% -$109K ﹤0.01% 1594
2024
Q3 		$336K Hold
4,324
– – ﹤0.01% 1490
2024
Q2 		$377K Buy
4,324
+2,269
+110% +$199K ﹤0.01% 1319
2024
Q1 		$176K Sell
2,055
-37
-2% -$3.22K ﹤0.01% 1344
2023
Q4 		$177K Buy
+2,092
New +$162K ﹤0.01% 1433
2023
Q3 		– Sell
-453
Closed -$35K – 2422
2023
Q2 		$35K Sell
453
-205
-31% -$15.4K ﹤0.01% 1941
2023
Q1 		$47K Sell
658
-6,077
-90% -$404K ﹤0.01% 1822
2022
Q4 		$394K Sell
6,735
-77,582
-92% -$4.65M ﹤0.01% 1165
2022
Q3 		$5.19M Buy
84,317
+8,559
+11% +$617K 0.01% 702
2022
Q2 		$5.08M Sell
75,758
-113
-0.1% -$7.18K 0.01% 735
2022
Q1 		$4.74M Buy
+75,871
New +$4.76M 0.01% 759
2021
Q1 		– Sell
-25,460
Closed -$1.08M – 1969
2020
Q4 		$1.08M Buy
+25,460
New +$1.04M ﹤0.01% 882
2020
Q1 		– Sell
-281
Closed -$14K – 1692
2019
Q4 		$14K Hold
281
– – ﹤0.01% 1329
2019
Q3 		$15K Buy
+281
New +$14.7K ﹤0.01% 1153

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Lazard Asset Management's OTTR Position: Q2 2025 in Review

Lazard Asset Management sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 598 shares — an estimated $48K sold.

Lazard Asset Management first reported a position in OTTR in Q3 2019 and held it in 15 quarters. The position peaked at $5.19M in Q3 2022. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • Lazard Asset Management reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
  • Lazard Asset Management sold 598 Otter Tail shares in Q2 2025, an estimated $48K.
  • Lazard Asset Management first reported a position in Otter Tail in Q3 2019 and held it in 15 quarters.
  • Lazard Asset Management's Otter Tail position peaked at $5.19M in Q3 2022.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Lazard Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.