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Principal Securities’s Otter Tail OTTR Stock Holding History

Principal Securities’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
Q4 		– Sell
-94
Closed -$7.73K – 2844
2025
Q3 		$7.73K Hold
94
– – ﹤0.01% 2816
2025
Q2 		$7.24K Sell
94
-63
-40% -$4.92K ﹤0.01% 2754
2025
Q1 		$11.6K Hold
157
– – ﹤0.01% 2458
2024
Q4 		$11.6K Hold
157
– – ﹤0.01% 2454
2024
Q3 		$12.2K Buy
157
+1
+0.6% +$87 ﹤0.01% 2343
2024
Q2 		$13.7K Buy
156
+89
+133% +$7.79K ﹤0.01% 2255
2024
Q1 		$5.77K Buy
67
+1
+2% +$87 ﹤0.01% 2553
2023
Q4 		$5.65K Buy
+66
New +$5.1K ﹤0.01% 2484

Other funds holding OTTR

BlackRock
BlackRock New York $5.7T 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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return