Quantbot Technologies’s Otter Tail OTTR Stock Holding History

Quantbot Technologies’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
2026 Q1	$1.59M	Buy	18,079 +10,081	+126%	+$872K	0.06%	447
2025 Q4	$646K	Sell	7,998 -15,197	-66%	-$1.23M	0.02%	830
2025 Q3	$1.9M	Sell	23,195 -8,390	-27%	-$680K	0.05%	546
2025 Q2	$2.43M	Sell	31,585 -242	-0.8%	-$18.9K	0.06%	460
2025 Q1	$2.56M	Buy	31,827 +10,131	+47%	+$802K	0.08%	364
2024 Q4	$1.6M	Buy	21,696 +4,464	+26%	+$350K	0.06%	489
2024 Q3	$1.35M	Buy	17,232 +11,327	+192%	+$980K	0.05%	514
2024 Q2	$517K	Sell	5,905 -929	-14%	-$81.3K	0.03%	738
2024 Q1	$590K	Buy	+6,834	New	+$594K	0.03%	689
2023 Q4	–	Sell	-761	Closed	-$57.8K	–	1881
2023 Q3	$57.8K	Buy	+761	New	+$62.5K	﹤0.01%	1223
2023 Q1	–	Sell	-6,094	Closed	-$358K	–	1923
2022 Q4	$358K	Sell	6,094 -3,817	-39%	-$229K	0.03%	701
2022 Q3	$609K	Buy	9,911 +2,943	+42%	+$212K	0.05%	515
2022 Q2	$467K	Buy	6,968 +1,861	+36%	+$118K	0.04%	599
2022 Q1	$319K	Buy	+5,107	New	+$320K	0.03%	727
2020 Q4	–	Sell	-2,500	Closed	-$90K	–	1578
2020 Q3	$90K	Sell	2,500 -2,387	-49%	-$91.8K	0.01%	750
2020 Q2	$189K	Buy	+4,887	New	+$206K	0.03%	443
2020 Q1	–	Sell	-3,448	Closed	-$176K	–	1249
2019 Q4	$176K	Buy	+3,448	New	+$179K	0.02%	697
2019 Q3	–	Sell	-500	Closed	-$26K	–	1481
2019 Q2	$26K	Buy	+500	New	+$25.5K	﹤0.01%	1000

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Quantbot Technologies's OTTR Position: Q1 2026 in Review

Quantbot Technologies increased its Otter Tail (OTTR) stake by 126% in Q1 2026, buying an estimated $872K and bringing the position to 18,079 shares worth $1.59M. The position accounts for 0.06% of the portfolio, ranked #447.

Quantbot Technologies first reported a position in OTTR in Q2 2019 and has held it in 18 quarters since. The position peaked at $2.56M in Q1 2025. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Quantbot Technologies held 18,079 shares of Otter Tail worth $1.59M as of Q1 2026.
Quantbot Technologies bought 10,081 Otter Tail shares in Q1 2026, an estimated $872K.
Otter Tail made up 0.06% of Quantbot Technologies's portfolio in Q1 2026, its #447 holding.
Quantbot Technologies first reported a position in Otter Tail in Q2 2019 and has held it in 18 quarters since.
Quantbot Technologies's Otter Tail position peaked at $2.56M in Q1 2025.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.