Brown, Lisle/Cummings’s Oatly Group OTLY Stock Holding History

Brown, Lisle/Cummings’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
2023 Q4	–	Sell	-350	Closed	-$6.27K	–	577
2023 Q3	$6.27K	Hold	350	–	–	﹤0.01%	454
2023 Q2	$14.3K	Hold	350	–	–	0.01%	372
2023 Q1	$16.9K	Hold	350	–	–	0.01%	346
2022 Q4	$12.2K	Hold	350	–	–	0.01%	366
2022 Q3	$18.4K	Hold	350	–	–	0.01%	323
2022 Q2	$24.2K	Hold	350	–	–	0.01%	310
2022 Q1	$35.1K	Hold	350	–	–	0.02%	295
2021 Q4	$55.7K	Buy	+350	New	+$77.3K	0.03%	262

Other funds holding OTLY

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

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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Brown, Lisle/Cummings's OTLY Position: Q4 2023 in Review

Brown, Lisle/Cummings sold out of Oatly Group (OTLY) in Q4 2023, closing a stake of 350 shares — an estimated $6.27K sold.

Brown, Lisle/Cummings first reported a position in OTLY in Q4 2021 and held it in 8 quarters. The position peaked at $55.7K in Q4 2021. 118 funds tracked by Wall St. Rank hold OTLY as of Q4 2023.

Brown, Lisle/Cummings reported no remaining Oatly Group position as of Q4 2023 after selling out during the quarter.
Brown, Lisle/Cummings sold 350 Oatly Group shares in Q4 2023, an estimated $6.27K.
Brown, Lisle/Cummings first reported a position in Oatly Group in Q4 2021 and held it in 8 quarters.
Brown, Lisle/Cummings's Oatly Group position peaked at $55.7K in Q4 2021.
118 funds tracked by Wall St. Rank held Oatly Group as of Q4 2023.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2023, filed 1 Jul 2024.