Cary Street Partners Investment Advisory’s Oatly Group OTLY Stock Holding History

Cary Street Partners Investment Advisory’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	-25	Closed	-$448	–	1443
2023 Q3	$448	Hold	25	–	–	﹤0.01%	1798
2023 Q2	$1.02K	Buy	+25	New	+$1.02K	﹤0.01%	1651

Other funds holding OTLY

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

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

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

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 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 $6B AUM 121.87% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cary Street Partners Investment Advisory's OTLY Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Oatly Group (OTLY) in Q4 2023, closing a stake of 25 shares — an estimated $448 sold.

Cary Street Partners Investment Advisory first reported a position in OTLY in Q2 2023 and held it in 2 quarters. The position peaked at $1.02K in Q2 2023. 118 funds tracked by Wall St. Rank hold OTLY as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Oatly Group position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 25 Oatly Group shares in Q4 2023, an estimated $448.
Cary Street Partners Investment Advisory first reported a position in Oatly Group in Q2 2023 and held it in 2 quarters.
Cary Street Partners Investment Advisory's Oatly Group position peaked at $1.02K in Q2 2023.
118 funds tracked by Wall St. Rank held Oatly Group as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.