EWM
OTLY

Empirical Wealth Management’s Oatly Group OTLY Stock Holding History

Empirical Wealth 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
2025
Q1 		– Sell
-2,046
Closed -$27.1K – 697
2024
Q4 		$27.1K Hold
2,046
– – ﹤0.01% 610
2024
Q3 		$35K Buy
+2,046
New +$38.4K ﹤0.01% 567

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $6.97B AUM 29.39% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Empirical Wealth Management's OTLY Position: Q1 2025 in Review

Empirical Wealth Management sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 2,046 shares — an estimated $27.1K sold.

Empirical Wealth Management first reported a position in OTLY in Q3 2024 and held it in 2 quarters. The position peaked at $35K in Q3 2024. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • Empirical Wealth Management reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 2,046 Oatly Group shares in Q1 2025, an estimated $27.1K.
  • Empirical Wealth Management first reported a position in Oatly Group in Q3 2024 and held it in 2 quarters.
  • Empirical Wealth Management's Oatly Group position peaked at $35K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.