SEI Investments’s Otter Tail OTTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $775K | Sell |
8,618
-2,429
| -22% | -$215K | ﹤0.01% | 2444 |
|
|
2026
Q1 | $970K | Buy |
11,047
+5,123
| +86% | +$443K | ﹤0.01% | 2367 |
|
|
2025
Q4 | $479K | Hold |
5,924
| – | – | ﹤0.01% | 2521 |
|
|
2025
Q3 | $486K | Sell |
5,924
-785
| -12% | -$63.7K | ﹤0.01% | 2243 |
|
|
2025
Q2 | $517K | Sell |
6,709
-696
| -9% | -$54.3K | ﹤0.01% | 2167 |
|
|
2025
Q1 | $595K | Sell |
7,405
-304
| -4% | -$24.1K | ﹤0.01% | 2085 |
|
|
2024
Q4 | $569K | Buy |
7,709
+318
| +4% | +$24.9K | ﹤0.01% | 2143 |
|
|
2024
Q3 | $578K | Buy |
7,391
+282
| +4% | +$24.4K | ﹤0.01% | 2132 |
|
|
2024
Q2 | $623K | Buy |
7,109
+701
| +11% | +$61.4K | ﹤0.01% | 2082 |
|
|
2024
Q1 | $554K | Sell |
6,408
-1,116
| -15% | -$97K | ﹤0.01% | 2080 |
|
|
2023
Q4 | $639K | Buy |
7,524
+184
| +3% | +$14.2K | ﹤0.01% | 2016 |
|
|
2023
Q3 | $557K | Buy |
7,340
+342
| +5% | +$28.1K | ﹤0.01% | 2073 |
|
|
2023
Q2 | $553K | Hold |
6,998
| – | – | ﹤0.01% | 2094 |
|
|
2023
Q1 | $506K | Sell |
6,998
-4,398
| -39% | -$292K | ﹤0.01% | 2126 |
|
|
2022
Q4 | $669K | Sell |
11,396
-8,120
| -42% | -$486K | ﹤0.01% | 1907 |
|
|
2022
Q3 | $1.2M | Sell |
19,516
-14,340
| -42% | -$1.03M | ﹤0.01% | 1733 |
|
|
2022
Q2 | $2.26M | Buy |
33,856
+4,341
| +15% | +$276K | ﹤0.01% | 1495 |
|
|
2022
Q1 | $1.84M | Buy |
29,515
+255
| +0.9% | +$16K | ﹤0.01% | 1569 |
|
|
2021
Q4 | $2.09M | Buy |
29,260
+14,079
| +93% | +$909K | ﹤0.01% | 1568 |
|
|
2021
Q3 | $850K | Sell |
15,181
-1,216
| -7% | -$64.4K | ﹤0.01% | 1849 |
|
|
2021
Q2 | $801K | Buy |
16,397
+30
| +0.2% | +$1.44K | ﹤0.01% | 1900 |
|
|
2021
Q1 | $736K | Sell |
16,367
-100
| -0.6% | -$4.28K | ﹤0.01% | 1875 |
|
|
2020
Q4 | $701K | Sell |
16,467
-19,609
| -54% | -$799K | ﹤0.01% | 1833 |
|
|
2020
Q3 | $1.3M | Buy |
36,076
+17,346
| +93% | +$667K | ﹤0.01% | 1475 |
|
|
2020
Q2 | $718K | Buy |
18,730
+1,575
| +9% | +$66.3K | ﹤0.01% | 1696 |
|
|
2020
Q1 | $769K | Sell |
17,155
-6,762
| -28% | -$337K | ﹤0.01% | 1576 |
|
|
2019
Q4 | $1.22M | Buy |
23,917
+8,900
| +59% | +$462K | ﹤0.01% | 1562 |
|
|
2019
Q3 | $804K | Sell |
15,017
-345
| -2% | -$18.1K | ﹤0.01% | 1692 |
|
|
2019
Q2 | $805K | Buy |
15,362
+321
| +2% | +$16.3K | ﹤0.01% | 1670 |
|
|
2019
Q1 | $739K | Buy |
15,041
+1,083
| +8% | +$53.2K | ﹤0.01% | 1704 |
|
|
2018
Q4 | $686K | Buy |
13,958
+7,139
| +105% | +$341K | ﹤0.01% | 1659 |
|
|
2018
Q3 | $317K | Sell |
6,819
-14,370
| -68% | -$695K | ﹤0.01% | 1783 |
|
|
2018
Q2 | $1.01M | Buy |
21,189
+1,805
| +9% | +$81.3K | ﹤0.01% | 1581 |
|
|
2018
Q1 | $840K | Buy |
19,384
+11,024
| +132% | +$461K | ﹤0.01% | 1477 |
|
|
2017
Q4 | $372K | Sell |
8,360
-54
| -0.6% | -$2.48K | ﹤0.01% | 1751 |
|
|
2017
Q3 | $364K | Buy |
8,414
+1,244
| +17% | +$51.5K | ﹤0.01% | 1719 |
|
|
2017
Q2 | $284K | Buy |
7,170
+3,596
| +101% | +$141K | ﹤0.01% | 1786 |
|
|
2017
Q1 | $136K | Buy |
3,574
+274
| +8% | +$10.4K | ﹤0.01% | 1859 |
|
|
2016
Q4 | $134K | Buy |
3,300
+1,498
| +83% | +$55.7K | ﹤0.01% | 1878 |
|
|
2016
Q3 | $62K | Buy |
1,802
+1,621
| +896% | +$56K | ﹤0.01% | 2010 |
|
|
2016
Q2 | $6K | Buy |
181
+24
| +15% | +$721 | ﹤0.01% | 2358 |
|
|
2016
Q1 | $5K | Buy |
+157
| New | +$4.31K | ﹤0.01% | 2281 |
|
Other funds holding OTTR
SEI Investments's OTTR Position: Q2 2026 in Review
SEI Investments reduced its Otter Tail (OTTR) stake by 22% in Q2 2026, selling an estimated $215K and leaving 8,618 shares worth $775K. The position accounts for ﹤0.01% of the portfolio, ranked #2444.
SEI Investments first reported a position in OTTR in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.26M in Q2 2022. 359 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.
- SEI Investments held 8,618 shares of Otter Tail worth $775K as of Q2 2026.
- SEI Investments sold 2,429 Otter Tail shares in Q2 2026, an estimated $215K.
- Otter Tail made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2444 holding.
- SEI Investments first reported a position in Otter Tail in Q1 2016 and has held it in 42 quarters since.
- SEI Investments's Otter Tail position peaked at $2.26M in Q2 2022.
- 359 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.
Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.