Baldwin Wealth Partners’s Oatly Group OTLY Stock Holding History

Baldwin Wealth Partners’s Portfolio OTLY Stock Details OTLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-145	Closed	-$2.48K	–	774
2024 Q3	$2.48K	Hold	145	–	–	﹤0.01%	931
2024 Q2	$2.73K	Hold	145	–	–	﹤0.01%	639
2024 Q1	$3.28K	Hold	145	–	–	﹤0.01%	618
2023 Q4	$3.42K	Hold	145	–	–	﹤0.01%	644
2023 Q3	$2.6K	Hold	145	–	–	﹤0.01%	673
2023 Q2	$5.95K	Hold	145	–	–	﹤0.01%	636
2023 Q1	$7.02K	Hold	145	–	–	﹤0.01%	649
2022 Q4	$5.05K	Hold	145	–	–	﹤0.01%	658
2022 Q3	$8K	Hold	145	–	–	﹤0.01%	535
2022 Q2	$10K	Buy	+145	New	+$11.3K	﹤0.01%	531
2022 Q1	–	Sell	-145	Closed	-$23K	–	688
2021 Q4	$23K	Hold	145	–	–	﹤0.01%	443
2021 Q3	$44K	Hold	145	–	–	﹤0.01%	364
2021 Q2	$71K	Buy	+145	New	+$72K	0.01%	312

Other funds holding OTLY

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

RBI

Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Baldwin Wealth Partners's OTLY Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Oatly Group (OTLY) in Q4 2024, closing a stake of 145 shares — an estimated $2.48K sold.

Baldwin Wealth Partners first reported a position in OTLY in Q2 2021 and held it in 13 quarters. The position peaked at $71K in Q2 2021. 107 funds tracked by Wall St. Rank hold OTLY as of Q4 2024.

Baldwin Wealth Partners reported no remaining Oatly Group position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 145 Oatly Group shares in Q4 2024, an estimated $2.48K.
Baldwin Wealth Partners first reported a position in Oatly Group in Q2 2021 and held it in 13 quarters.
Baldwin Wealth Partners's Oatly Group position peaked at $71K in Q2 2021.
107 funds tracked by Wall St. Rank held Oatly Group as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.