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Sanctuary Advisors’s Otter Tail OTTR Stock Holding History

Sanctuary Advisors’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 		– Sell
-8,094
Closed -$629K – 2379
2024
Q4 		$629K Buy
8,094
+53
+0.7% +$4.15K ﹤0.01% 1550
2024
Q3 		$650K Sell
8,041
-12
-0.1% -$1.04K ﹤0.01% 1542
2024
Q2 		$681K Buy
+8,053
New +$705K ﹤0.01% 1426

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 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

Sanctuary Advisors's OTTR Position: Q1 2025 in Review

Sanctuary Advisors sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 8,094 shares — an estimated $629K sold.

Sanctuary Advisors first reported a position in OTTR in Q2 2024 and held it in 3 quarters. The position peaked at $681K in Q2 2024. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

  • Sanctuary Advisors reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 8,094 Otter Tail shares in Q1 2025, an estimated $629K.
  • Sanctuary Advisors first reported a position in Otter Tail in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Otter Tail position peaked at $681K in Q2 2024.
  • 333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.