Harbor Investment Advisory’s Oatly Group OTLY Stock Holding History

Harbor Investment Advisory’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	-25	Closed	-$448	–	1199
2023 Q3	$448	Hold	25	–	–	﹤0.01%	1133
2023 Q2	$1.02K	Hold	25	–	–	﹤0.01%	1254
2023 Q1	$1.21K	Hold	25	–	–	﹤0.01%	1253
2022 Q4	$870	Hold	25	–	–	﹤0.01%	1261
2022 Q3	$1K	Hold	25	–	–	﹤0.01%	1292
2022 Q2	$2K	Hold	25	–	–	﹤0.01%	1245
2022 Q1	$3K	Hold	25	–	–	﹤0.01%	1224
2021 Q4	$4K	Hold	25	–	–	﹤0.01%	1173
2021 Q3	$8K	Hold	25	–	–	﹤0.01%	1094
2021 Q2	$12K	Buy	+25	New	+$12.4K	﹤0.01%	984

Other funds holding OTLY

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TAM

TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

SAM

Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Harbor Investment Advisory's OTLY Position: Q4 2023 in Review

Harbor Investment Advisory sold out of Oatly Group (OTLY) in Q4 2023, closing a stake of 25 shares — an estimated $448 sold.

Harbor Investment Advisory first reported a position in OTLY in Q2 2021 and held it in 10 quarters. The position peaked at $12K in Q2 2021. 118 funds tracked by Wall St. Rank hold OTLY as of Q4 2023.

Harbor Investment Advisory reported no remaining Oatly Group position as of Q4 2023 after selling out during the quarter.
Harbor Investment Advisory sold 25 Oatly Group shares in Q4 2023, an estimated $448.
Harbor Investment Advisory first reported a position in Oatly Group in Q2 2021 and held it in 10 quarters.
Harbor Investment Advisory's Oatly Group position peaked at $12K in Q2 2021.
118 funds tracked by Wall St. Rank held Oatly Group as of Q4 2023.

Based on Harbor Investment Advisory's 13F filing for Q4 2023, filed 26 Jan 2024.