Schonfeld Strategic Advisors’s Otter Tail OTTR Stock Holding History

Schonfeld Strategic 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 Q4	–	Sell	-62,966	Closed	-$5.16M	–	2448
2025 Q3	$5.16M	Buy	62,966 +2,579	+4%	+$209K	0.04%	577
2025 Q2	$4.66M	Sell	60,387 -10,579	-15%	-$826K	0.04%	590
2025 Q1	$5.7M	Buy	70,966 +41,239	+139%	+$3.27M	0.04%	486
2024 Q4	$2.2M	Sell	29,727 -766	-3%	-$60K	0.01%	794
2024 Q3	$2.38M	Buy	30,493 +24,373	+398%	+$2.11M	0.02%	811
2024 Q2	$536K	Sell	6,120 -8,102	-57%	-$709K	﹤0.01%	1453
2024 Q1	$1.23M	Buy	+14,222	New	+$1.24M	0.01%	1153
2023 Q1	–	Sell	-14,400	Closed	-$845K	–	2503
2022 Q4	$845K	Buy	+14,400	New	+$863K	0.01%	1240
2019 Q2	–	Sell	-21,900	Closed	-$1.09M	–	1190
2019 Q1	$1.09M	Buy	+21,900	New	+$1.08M	0.04%	482

Other funds holding OTTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return