Envestnet Asset Management’s Oatly Group OTLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-553
Closed -$13.1K 4254
2023
Q4
$13.1K Sell
553
-48
-8% -$792 ﹤0.01% 4029
2023
Q3
$10.8K Sell
601
-6,944
-92% -$202K ﹤0.01% 3993
2023
Q2
$309K Buy
+7,545
New +$308K ﹤0.01% 3476
2022
Q2
Sell
-2,823
Closed -$283K 4024
2022
Q1
$283K Buy
2,823
+355
+14% +$46.8K ﹤0.01% 3489
2021
Q4
$393K Buy
+2,468
New +$545K ﹤0.01% 3227

Other funds holding OTLY

Envestnet Asset Management's OTLY Position: Q1 2024 in Review

Envestnet Asset Management sold out of Oatly Group (OTLY) in Q1 2024, closing a stake of 553 shares — an estimated $13.1K sold.

Envestnet Asset Management first reported a position in OTLY in Q4 2021 and held it in 5 quarters. The position peaked at $393K in Q4 2021. 119 funds tracked by Wall St. Rank hold OTLY as of Q1 2024.

  • Envestnet Asset Management reported no remaining Oatly Group position as of Q1 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 553 Oatly Group shares in Q1 2024, an estimated $13.1K.
  • Envestnet Asset Management first reported a position in Oatly Group in Q4 2021 and held it in 5 quarters.
  • Envestnet Asset Management's Oatly Group position peaked at $393K in Q4 2021.
  • 119 funds tracked by Wall St. Rank held Oatly Group as of Q1 2024.

Based on Envestnet Asset Management's 13F filing for Q1 2024, filed 13 May 2024.