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SJS Investment Consulting’s Otter Tail OTTR Stock Holding History

SJS Investment Consulting’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
Q2 		$3.06K Buy
34
+31
+1,033% +$2.74K ﹤0.01% 1604
2026
Q1 		$264 Hold
3
– – ﹤0.01% 1926
2025
Q4 		$243 Hold
3
– – ﹤0.01% 1748
2025
Q3 		$246 Hold
3
– – ﹤0.01% 1426
2025
Q2 		$232 Sell
3
-3
-50% -$234 ﹤0.01% 1334
2025
Q1 		$483 Hold
6
– – ﹤0.01% 1259
2024
Q4 		$444 Sell
6
-2
-25% -$157 ﹤0.01% 1282
2024
Q3 		$626 Sell
8
-1
-11% -$87 ﹤0.01% 1250
2024
Q2 		$789 Hold
9
– – ﹤0.01% 1124
2024
Q1 		$778 Hold
9
– – ﹤0.01% 1128
2023
Q4 		$765 Hold
9
– – ﹤0.01% 1062
2023
Q3 		$684 Buy
9
+1
+13% +$82 ﹤0.01% 1096
2023
Q2 		$632 Hold
8
– – ﹤0.01% 1073
2023
Q1 		$579 Buy
8
+2
+33% +$133 ﹤0.01% 1101
2022
Q4 		$352 Buy
6
+1
+20% +$60 ﹤0.01% 1311
2022
Q3 		$0 Buy
+5
New +$361 ﹤0.01% 1410
2022
Q1 		$0 Buy
+1
New +$63 ﹤0.01% 1172

Other funds holding OTTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $158M AUM 35.48% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

SJS Investment Consulting's OTTR Position: Q2 2026 in Review

SJS Investment Consulting increased its Otter Tail (OTTR) stake by 1,033% in Q2 2026, buying an estimated $2.74K and bringing the position to 34 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

SJS Investment Consulting first reported a position in OTTR in Q1 2022 and has held it in 17 quarters since. 170 funds tracked by Wall St. Rank hold OTTR as of Q2 2026.

  • SJS Investment Consulting held 34 shares of Otter Tail worth $3.06K as of Q2 2026.
  • SJS Investment Consulting bought 31 Otter Tail shares in Q2 2026, an estimated $2.74K.
  • Otter Tail made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1604 holding.
  • SJS Investment Consulting first reported a position in Otter Tail in Q1 2022 and has held it in 17 quarters since.
  • 170 funds tracked by Wall St. Rank held Otter Tail as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.