IFG
OTLY

Independent Financial Group’s Oatly Group OTLY Stock Holding History

Independent Financial Group’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
2024
Q3 		– Sell
-700
Closed -$13.2K – 1179
2024
Q2 		$13.2K Buy
+700
New +$14.9K ﹤0.01% 1083
2021
Q3 		– Sell
-4,756
Closed -$2.33M – 742
2021
Q2 		$2.33M Buy
+4,756
New +$2.36M 0.25% 94

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Independent Financial Group's OTLY Position: Q3 2024 in Review

Independent Financial Group sold out of Oatly Group (OTLY) in Q3 2024, closing a stake of 700 shares — an estimated $13.2K sold.

Independent Financial Group first reported a position in OTLY in Q2 2021 and held it in 2 quarters. The position peaked at $2.33M in Q2 2021. 106 funds tracked by Wall St. Rank hold OTLY as of Q3 2024.

  • Independent Financial Group reported no remaining Oatly Group position as of Q3 2024 after selling out during the quarter.
  • Independent Financial Group sold 700 Oatly Group shares in Q3 2024, an estimated $13.2K.
  • Independent Financial Group first reported a position in Oatly Group in Q2 2021 and held it in 2 quarters.
  • Independent Financial Group's Oatly Group position peaked at $2.33M in Q2 2021.
  • 106 funds tracked by Wall St. Rank held Oatly Group as of Q3 2024.

Based on Independent Financial Group's 13F filing for Q3 2024, filed 12 Jun 2026.