Y-Intercept (HK)’s Otter Tail OTTR Stock Holding History

Y-Intercept (HK)’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 Q4	–	Sell	-4,371	Closed	-$358K	–	1884
2025 Q3	$358K	Buy	+4,371	New	+$354K	0.01%	1334
2025 Q1	–	Sell	-3,485	Closed	-$257K	–	1510
2024 Q4	$257K	Sell	3,485 -432	-11%	-$33.8K	0.02%	981
2024 Q3	$306K	Buy	+3,917	New	+$339K	0.02%	1010
2023 Q1	–	Sell	-4,992	Closed	-$293K	–	1442
2022 Q4	$293K	Sell	4,992 -1,876	-27%	-$112K	0.04%	665
2022 Q3	$423K	Buy	+6,868	New	+$495K	0.04%	596

Other funds holding OTTR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Y-Intercept (HK)'s OTTR Position: Q4 2025 in Review

Y-Intercept (HK) sold out of Otter Tail (OTTR) in Q4 2025, closing a stake of 4,371 shares — an estimated $358K sold.

Y-Intercept (HK) first reported a position in OTTR in Q3 2022 and held it in 5 quarters. The position peaked at $423K in Q3 2022. 354 funds tracked by Wall St. Rank hold OTTR as of Q4 2025.

Y-Intercept (HK) reported no remaining Otter Tail position as of Q4 2025 after selling out during the quarter.
Y-Intercept (HK) sold 4,371 Otter Tail shares in Q4 2025, an estimated $358K.
Y-Intercept (HK) first reported a position in Otter Tail in Q3 2022 and held it in 5 quarters.
Y-Intercept (HK)'s Otter Tail position peaked at $423K in Q3 2022.
354 funds tracked by Wall St. Rank held Otter Tail as of Q4 2025.

Based on Y-Intercept (HK)'s 13F filing for Q4 2025, filed 13 Feb 2026.