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Monument Capital Management’s Otter Tail OTTR Stock Holding History

Monument Capital 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
-2,683
Closed -$216K – 233
2025
Q1 		$216K Buy
+2,683
New +$212K 0.07% 183

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

Monument Capital Management's OTTR Position: Q2 2025 in Review

Monument Capital Management sold out of Otter Tail (OTTR) in Q2 2025, closing a stake of 2,683 shares — an estimated $216K sold.

Monument Capital Management first reported a position in OTTR in Q1 2025 and held it in 1 quarter. The position peaked at $216K in Q1 2025. 345 funds tracked by Wall St. Rank hold OTTR as of Q2 2025.

  • Monument Capital Management reported no remaining Otter Tail position as of Q2 2025 after selling out during the quarter.
  • Monument Capital Management sold 2,683 Otter Tail shares in Q2 2025, an estimated $216K.
  • Monument Capital Management first reported a position in Otter Tail in Q1 2025 and held it in 1 quarter.
  • Monument Capital Management's Otter Tail position peaked at $216K in Q1 2025.
  • 345 funds tracked by Wall St. Rank held Otter Tail as of Q2 2025.

Based on Monument Capital Management's 13F filing for Q2 2025, filed 24 Jul 2025.