IIA
OTLY

IPG Investment Advisors’s Oatly Group OTLY Stock Holding History

IPG Investment Advisors’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
-20,000
Closed -$376K – 201
2024
Q2 		$376K Buy
20,000
+6,500
+48% +$138K 0.08% 110
2024
Q1 		$305K Sell
13,500
-11,650
-46% -$262K 0.07% 127
2023
Q4 		$594K Buy
25,150
+2,500
+11% +$41.2K 0.12% 103
2023
Q3 		$406K Buy
22,650
+5,500
+32% +$160K 0.09% 115
2023
Q2 		$703K Buy
17,150
+13,800
+412% +$564K 0.15% 88
2023
Q1 		$162K Buy
3,350
+2,500
+294% +$117K 0.04% 151
2022
Q4 		$29.6K Buy
+850
New +$32.4K 0.01% 131
2022
Q2 		– Sell
-1,650
Closed -$165K – 183
2022
Q1 		$165K Sell
1,650
-2,450
-60% -$323K 0.03% 154
2021
Q4 		$653K Buy
+4,100
New +$906K 0.12% 95

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

IPG Investment Advisors's OTLY Position: Q3 2024 in Review

IPG Investment Advisors sold out of Oatly Group (OTLY) in Q3 2024, closing a stake of 20,000 shares — an estimated $376K sold.

IPG Investment Advisors first reported a position in OTLY in Q4 2021 and held it in 9 quarters. The position peaked at $703K in Q2 2023. 106 funds tracked by Wall St. Rank hold OTLY as of Q3 2024.

  • IPG Investment Advisors reported no remaining Oatly Group position as of Q3 2024 after selling out during the quarter.
  • IPG Investment Advisors sold 20,000 Oatly Group shares in Q3 2024, an estimated $376K.
  • IPG Investment Advisors first reported a position in Oatly Group in Q4 2021 and held it in 9 quarters.
  • IPG Investment Advisors's Oatly Group position peaked at $703K in Q2 2023.
  • 106 funds tracked by Wall St. Rank held Oatly Group as of Q3 2024.

Based on IPG Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.