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Segall Bryant & Hamill’s Otter Tail OTTR Stock Holding History

Segall Bryant & Hamill’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
-26,478
Closed -$1.96M – 623
2024
Q4 		$1.96M Sell
26,478
-11,226
-30% -$879K 0.03% 444
2024
Q3 		$2.95M Buy
+37,704
New +$3.26M 0.04% 394

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

Segall Bryant & Hamill's OTTR Position: Q1 2025 in Review

Segall Bryant & Hamill sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 26,478 shares — an estimated $1.96M sold.

Segall Bryant & Hamill first reported a position in OTTR in Q3 2024 and held it in 2 quarters. The position peaked at $2.95M in Q3 2024. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

  • Segall Bryant & Hamill reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 26,478 Otter Tail shares in Q1 2025, an estimated $1.96M.
  • Segall Bryant & Hamill first reported a position in Otter Tail in Q3 2024 and held it in 2 quarters.
  • Segall Bryant & Hamill's Otter Tail position peaked at $2.95M in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on Segall Bryant & Hamill's 13F filing for Q1 2025, filed 2 May 2025.