Fidelity Investments’s Oatly Group OTLY Stock Holding History

Fidelity 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
2023 Q4	–	Sell	-4	Closed	-$75	–	5589
2023 Q3	$75	Hold	4	–	–	﹤0.01%	4891
2023 Q2	$172	Hold	4	–	–	﹤0.01%	4921
2023 Q1	$203	Hold	4	–	–	﹤0.01%	4850
2022 Q4	$146	Hold	4	–	–	﹤0.01%	4849
2022 Q3	$0	Sell	4 -286,881	-100%	-$19.8M	﹤0.01%	5255
2022 Q2	$19.9M	Buy	286,885 +53,446	+23%	+$4.17M	﹤0.01%	1647
2022 Q1	$23.4M	Buy	233,439 +191,506	+457%	+$25.2M	﹤0.01%	1716
2021 Q4	$6.68M	Sell	41,933 -102,422	-71%	-$22.6M	﹤0.01%	2272
2021 Q3	$43.7M	Sell	144,355 -88,440	-38%	-$32M	﹤0.01%	1468
2021 Q2	$114M	Buy	+232,795	New	+$116M	0.01%	1074

Other funds holding OTLY

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

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

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

TAM

TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 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 $7.38B AUM 133.13% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Fidelity Investments's OTLY Position: Q4 2023 in Review

Fidelity Investments sold out of Oatly Group (OTLY) in Q4 2023, closing a stake of 4 shares — an estimated $75 sold.

Fidelity Investments first reported a position in OTLY in Q2 2021 and held it in 10 quarters. The position peaked at $114M in Q2 2021. 118 funds tracked by Wall St. Rank hold OTLY as of Q4 2023.

Fidelity Investments reported no remaining Oatly Group position as of Q4 2023 after selling out during the quarter.
Fidelity Investments sold 4 Oatly Group shares in Q4 2023, an estimated $75.
Fidelity Investments first reported a position in Oatly Group in Q2 2021 and held it in 10 quarters.
Fidelity Investments's Oatly Group position peaked at $114M in Q2 2021.
118 funds tracked by Wall St. Rank held Oatly Group as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.