Lindbrook Capital’s Otter Tail OTTR Stock Holding History

Lindbrook Capital’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 Q1	$3.7K	Buy	46 +6	+15%	+$475	﹤0.01%	2076
2024 Q4	$2.95K	Hold	40	–	–	﹤0.01%	2187
2024 Q3	$3.13K	Hold	40	–	–	﹤0.01%	2202
2024 Q2	$3.5K	Hold	40	–	–	﹤0.01%	2148
2024 Q1	$3.46K	Hold	40	–	–	﹤0.01%	2052
2023 Q4	$3.4K	Hold	40	–	–	﹤0.01%	2074
2023 Q3	$3.04K	Sell	40 -6	-13%	-$493	﹤0.01%	1978
2023 Q2	$3.63K	Buy	46 +6	+15%	+$451	﹤0.01%	1941
2023 Q1	$2.89K	Sell	40 -3	-7%	-$199	﹤0.01%	2089
2022 Q4	$2.52K	Sell	43 -46	-52%	-$2.76K	﹤0.01%	2131
2022 Q3	$5K	Buy	89 +39	+78%	+$2.81K	﹤0.01%	1682
2022 Q2	$3K	Sell	50 -33	-40%	-$2.1K	﹤0.01%	1822
2022 Q1	$5K	Buy	83 +43	+108%	+$2.7K	﹤0.01%	1601
2021 Q4	$3K	Hold	40	–	–	﹤0.01%	1686
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	1586
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	1626
2021 Q1	$2K	Buy	40 +25	+167%	+$1.07K	﹤0.01%	1583
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	1663
2020 Q3	$1K	Buy	+15	New	+$577	﹤0.01%	1614
2020 Q1	–	Sell	-180	Closed	-$9K	–	1812
2019 Q4	$9K	Hold	180	–	–	﹤0.01%	954
2019 Q3	$10K	Hold	180	–	–	﹤0.01%	905
2019 Q2	$9K	Buy	180 +58	+48%	+$2.95K	﹤0.01%	928
2019 Q1	$6K	Hold	122	–	–	﹤0.01%	1040
2018 Q4	$6K	Buy	+122	New	+$5.82K	﹤0.01%	978

Other funds holding OTTR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Lindbrook Capital's OTTR Position: Q1 2025 in Review

Lindbrook Capital increased its Otter Tail (OTTR) stake by 15% in Q1 2025, buying an estimated $475 and bringing the position to 46 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Lindbrook Capital first reported a position in OTTR in Q4 2018 and has held it in 24 quarters since. The position peaked at $10K in Q3 2019. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

Lindbrook Capital held 46 shares of Otter Tail worth $3.7K as of Q1 2025.
Lindbrook Capital bought 6 Otter Tail shares in Q1 2025, an estimated $475.
Otter Tail made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2076 holding.
Lindbrook Capital first reported a position in Otter Tail in Q4 2018 and has held it in 24 quarters since.
Lindbrook Capital's Otter Tail position peaked at $10K in Q3 2019.
333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.