COCM
OTLY

Charter Oak Capital Management’s Oatly Group OTLY Stock Holding History

Charter Oak Capital Management’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
2021
Q4 		– Sell
-3
Closed -$1K – 905
2021
Q3 		$1K Hold
3
– – ﹤0.01% 796
2021
Q2 		$1K Buy
+3
New +$1.49K ﹤0.01% 780

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Invesco
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LCG
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Massachusetts Financial Services
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Deutsche Bank
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Norges Bank
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PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Charter Oak Capital Management's OTLY Position: Q4 2021 in Review

Charter Oak Capital Management sold out of Oatly Group (OTLY) in Q4 2021, closing a stake of 3 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in OTLY in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 175 funds tracked by Wall St. Rank hold OTLY as of Q4 2021.

  • Charter Oak Capital Management reported no remaining Oatly Group position as of Q4 2021 after selling out during the quarter.
  • Charter Oak Capital Management sold 3 Oatly Group shares in Q4 2021, an estimated $1K.
  • Charter Oak Capital Management first reported a position in Oatly Group in Q2 2021 and held it in 2 quarters.
  • Charter Oak Capital Management's Oatly Group position peaked at $1K in Q3 2021.
  • 175 funds tracked by Wall St. Rank held Oatly Group as of Q4 2021.

Based on Charter Oak Capital Management's 13F filing for Q4 2021, filed 9 Feb 2022.