Verition Fund Management’s Otter Tail OTTR Stock Holding History

Verition Fund Management’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	$345K	Sell	3,928 -2,172	-36%	-$188K	﹤0.01%	1723
2025 Q4	$493K	Sell	6,100 -16,071	-72%	-$1.3M	﹤0.01%	2666
2025 Q3	$1.82M	Sell	22,171 -5,084	-19%	-$412K	0.01%	2058
2025 Q2	$2.1M	Buy	27,255 +10,119	+59%	+$790K	0.01%	1898
2025 Q1	$1.38M	Sell	17,136 -15,992	-48%	-$1.27M	0.01%	1857
2024 Q4	$2.45M	Buy	33,128 +28,886	+681%	+$2.26M	0.01%	1422
2024 Q3	$332K	Sell	4,242 -121	-3%	-$10.5K	﹤0.01%	2579
2024 Q2	$382K	Buy	+4,363	New	+$382K	﹤0.01%	2208
2023 Q4	–	Sell	-2,813	Closed	-$214K	–	2594
2023 Q3	$214K	Buy	+2,813	New	+$231K	﹤0.01%	1940

Other funds holding OTTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

Verition Fund Management's OTTR Position: Q1 2026 in Review

Verition Fund Management reduced its Otter Tail (OTTR) stake by 36% in Q1 2026, selling an estimated $188K and leaving 3,928 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #1723.

Verition Fund Management first reported a position in OTTR in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.45M in Q4 2024. 344 funds tracked by Wall St. Rank hold OTTR as of Q1 2026.

Verition Fund Management held 3,928 shares of Otter Tail worth $345K as of Q1 2026.
Verition Fund Management sold 2,172 Otter Tail shares in Q1 2026, an estimated $188K.
Otter Tail made up ﹤0.01% of Verition Fund Management's portfolio in Q1 2026, its #1723 holding.
Verition Fund Management first reported a position in Otter Tail in Q3 2023 and has held it in 9 quarters since.
Verition Fund Management's Otter Tail position peaked at $2.45M in Q4 2024.
344 funds tracked by Wall St. Rank held Otter Tail as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.