Squarepoint

Squarepoint’s Otter Tail OTTR Stock Holding History

Squarepoint’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 Q1	$5.41M	Sell	61,627 -22,299	-27%	-$1.93M	0.01%	1444
2025 Q4	$6.78M	Buy	83,926 +67,132	+400%	+$5.44M	0.01%	1274
2025 Q3	$1.38M	Buy	16,794 +3,798	+29%	+$308K	﹤0.01%	2406
2025 Q2	$1M	Sell	12,996 -2,934	-18%	-$229K	﹤0.01%	2650
2025 Q1	$1.28M	Buy	15,930 +12,061	+312%	+$955K	﹤0.01%	2447
2024 Q4	$286K	Buy	+3,869	New	+$303K	﹤0.01%	4188
2024 Q3	–	Sell	-43,658	Closed	-$3.82M	–	4605
2024 Q2	$3.82M	Buy	43,658 +24,635	+130%	+$2.16M	0.01%	1561
2024 Q1	$1.64M	Buy	+19,023	New	+$1.65M	0.01%	2222
2023 Q4	–	Sell	-38,061	Closed	-$2.89M	–	4414
2023 Q3	$2.89M	Buy	+38,061	New	+$3.12M	0.01%	1539
2023 Q2	–	Sell	-18,302	Closed	-$1.32M	–	3912
2023 Q1	$1.32M	Sell	18,302 -13,649	-43%	-$907K	0.01%	1703
2022 Q4	$1.88M	Buy	31,951 +15,064	+89%	+$902K	0.01%	1405
2022 Q3	$1.04M	Buy	+16,887	New	+$1.22M	0.01%	1746
2020 Q4	–	Sell	-12,715	Closed	-$460K	–	3174
2020 Q3	$460K	Buy	12,715 +7,046	+124%	+$271K	0.01%	1493
2020 Q2	$220K	Buy	+5,669	New	+$239K	﹤0.01%	1782

Other funds holding OTTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return