OQS
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Occudo Quantitative Strategies’s Otter Tail OTTR Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-4,675
Closed -$360K – 818
2025
Q2 		$360K Buy
+4,675
New +$365K 0.04% 423
2025
Q1 		– Sell
-6,885
Closed -$508K – 852
2024
Q4 		$508K Buy
+6,885
New +$539K 0.09% 307
2024
Q1 		– Sell
-9,312
Closed -$791K – 962
2023
Q4 		$791K Buy
9,312
+5,815
+166% +$449K 0.11% 257
2023
Q3 		$265K Sell
3,497
-1,423
-29% -$117K 0.03% 712
2023
Q2 		$388K Buy
+4,920
New +$369K 0.04% 643
2023
Q1 		– Sell
-11,370
Closed -$668K – 1120
2022
Q4 		$668K Buy
+11,370
New +$681K 0.08% 407

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Occudo Quantitative Strategies's OTTR Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 4,675 shares — an estimated $360K sold.

Occudo Quantitative Strategies first reported a position in OTTR in Q4 2022 and held it in 6 quarters. The position peaked at $791K in Q4 2023. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 4,675 Otter Tail shares in Q3 2025, an estimated $360K.
  • Occudo Quantitative Strategies first reported a position in Otter Tail in Q4 2022 and held it in 6 quarters.
  • Occudo Quantitative Strategies's Otter Tail position peaked at $791K in Q4 2023.
  • 343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.