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Virtus Investment Advisers’s Otter Tail OTTR Stock Holding History

Virtus Investment Advisers’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
-4,184
Closed -$309K – 630
2024
Q4 		$309K Hold
4,184
– – 0.24% 136
2024
Q3 		$327K Hold
4,184
– – 0.26% 127
2024
Q2 		$366K Hold
4,184
– – 0.31% 102
2024
Q1 		$361K Sell
4,184
-1,300
-24% -$113K 0.26% 113
2023
Q4 		$466K Sell
5,484
-1,500
-21% -$116K 0.35% 92
2023
Q3 		$530K Sell
6,984
-1,506
-18% -$124K 0.36% 71
2023
Q2 		$670K Hold
8,490
– – 0.46% 58
2023
Q1 		$614K Sell
8,490
-292
-3% -$19.4K 0.43% 72
2022
Q4 		$516K Hold
8,782
– – 0.34% 84
2022
Q3 		$540K Buy
+8,782
New +$633K 0.25% 68

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

Virtus Investment Advisers's OTTR Position: Q1 2025 in Review

Virtus Investment Advisers sold out of Otter Tail (OTTR) in Q1 2025, closing a stake of 4,184 shares — an estimated $309K sold.

Virtus Investment Advisers first reported a position in OTTR in Q3 2022 and held it in 10 quarters. The position peaked at $670K in Q2 2023. 333 funds tracked by Wall St. Rank hold OTTR as of Q1 2025.

  • Virtus Investment Advisers reported no remaining Otter Tail position as of Q1 2025 after selling out during the quarter.
  • Virtus Investment Advisers sold 4,184 Otter Tail shares in Q1 2025, an estimated $309K.
  • Virtus Investment Advisers first reported a position in Otter Tail in Q3 2022 and held it in 10 quarters.
  • Virtus Investment Advisers's Otter Tail position peaked at $670K in Q2 2023.
  • 333 funds tracked by Wall St. Rank held Otter Tail as of Q1 2025.

Based on Virtus Investment Advisers's 13F filing for Q1 2025, filed 15 May 2025.