Jeppson Wealth Management’s Oatly Group OTLY Stock Holding History

Jeppson Wealth Management’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 Q3	–	Sell	-511	Closed	-$21K	–	196
2023 Q2	$21K	Buy	+511	New	+$20.9K	0.01%	192
2023 Q1	–	Sell	-544	Closed	-$18.9K	–	205
2022 Q4	$18.9K	Buy	+544	New	+$20.8K	0.01%	205

Other funds holding OTLY

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

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

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

TAM

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

PCM

Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return

SAM

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

Jeppson Wealth Management's OTLY Position: Q3 2023 in Review

Jeppson Wealth Management sold out of Oatly Group (OTLY) in Q3 2023, closing a stake of 511 shares — an estimated $21K sold.

Jeppson Wealth Management first reported a position in OTLY in Q4 2022 and held it in 2 quarters. The position peaked at $21K in Q2 2023. 126 funds tracked by Wall St. Rank hold OTLY as of Q3 2023.

Jeppson Wealth Management reported no remaining Oatly Group position as of Q3 2023 after selling out during the quarter.
Jeppson Wealth Management sold 511 Oatly Group shares in Q3 2023, an estimated $21K.
Jeppson Wealth Management first reported a position in Oatly Group in Q4 2022 and held it in 2 quarters.
Jeppson Wealth Management's Oatly Group position peaked at $21K in Q2 2023.
126 funds tracked by Wall St. Rank held Oatly Group as of Q3 2023.

Based on Jeppson Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.