CAPTRUST Financial Advisors

CAPTRUST Financial Advisors’s Oatly Group OTLY Stock Holding History

CAPTRUST Financial Advisors’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	-801	Closed	-$13.7K	–	2371
2024 Q3	$13.7K	Buy	+801	New	+$15K	﹤0.01%	2266
2022 Q3	–	Sell	-17	Closed	-$1K	–	3412
2022 Q2	$1K	Hold	17	–	–	﹤0.01%	4713
2022 Q1	$2K	Hold	17	–	–	﹤0.01%	4520
2021 Q4	$3K	Sell	17 -5	-23%	-$1.1K	﹤0.01%	4297
2021 Q3	$7K	Sell	22 -7	-24%	-$2.54K	﹤0.01%	3815
2021 Q2	$14K	Buy	+29	New	+$14.4K	﹤0.01%	3349

Other funds holding OTLY

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Raiffeisen Bank International Vienna, Austria $6.97B AUM 29.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return