Kovitz Investment Group Partners
OTLY icon

Kovitz Investment Group Partners’s Oatly Group OTLY Stock Holding History

Kovitz Investment Group Partners’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
2025
Q1 		– Sell
-2,500
Closed -$33.1K – 1297
2024
Q4 		$33.1K Sell
2,500
-2,500
-50% -$36.8K ﹤0.01% 1222
2024
Q3 		$85.4K Buy
+5,000
New +$93.9K ﹤0.01% 990

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Kovitz Investment Group Partners's OTLY Position: Q1 2025 in Review

Kovitz Investment Group Partners sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 2,500 shares — an estimated $33.1K sold.

Kovitz Investment Group Partners first reported a position in OTLY in Q3 2024 and held it in 2 quarters. The position peaked at $85.4K in Q3 2024. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • Kovitz Investment Group Partners reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,500 Oatly Group shares in Q1 2025, an estimated $33.1K.
  • Kovitz Investment Group Partners first reported a position in Oatly Group in Q3 2024 and held it in 2 quarters.
  • Kovitz Investment Group Partners's Oatly Group position peaked at $85.4K in Q3 2024.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2025, filed 13 May 2025.