DFPG Investments’s Oatly Group OTLY Stock Holding History

DFPG Investments’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
2022 Q3	–	Sell	-2,034	Closed	-$148K	–	181
2022 Q2	$148K	Buy	2,034 +500	+33%	+$39K	0.06%	153
2022 Q1	$126K	Buy	1,534 +537	+54%	+$70.8K	0.05%	163
2021 Q4	$136K	Sell	997 -7,710	-89%	-$1.7M	0.06%	168
2021 Q3	$2.59M	Buy	+8,707	New	+$3.15M	0.98%	28

Other funds holding OTLY

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

HSCU

Half Sky Capital (UK) London, United Kingdom $30.5M AUM 67.32% 1-Year Est. Return

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

IEFM

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

LCG

Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

DFPG Investments's OTLY Position: Q3 2022 in Review

DFPG Investments sold out of Oatly Group (OTLY) in Q3 2022, closing a stake of 2,034 shares — an estimated $148K sold.

DFPG Investments first reported a position in OTLY in Q3 2021 and held it in 4 quarters. The position peaked at $2.59M in Q3 2021. 133 funds tracked by Wall St. Rank hold OTLY as of Q3 2022.

DFPG Investments reported no remaining Oatly Group position as of Q3 2022 after selling out during the quarter.
DFPG Investments sold 2,034 Oatly Group shares in Q3 2022, an estimated $148K.
DFPG Investments first reported a position in Oatly Group in Q3 2021 and held it in 4 quarters.
DFPG Investments's Oatly Group position peaked at $2.59M in Q3 2021.
133 funds tracked by Wall St. Rank held Oatly Group as of Q3 2022.

Based on DFPG Investments's 13F filing for Q3 2022, filed 24 Oct 2022.