LWCFA
OTLY

Loring Wolcott & Coolidge Fiduciary Advisors’s Oatly Group OTLY Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022
Q2 		– Sell
-97
Closed -$10K – 671
2022
Q1 		$10K Hold
97
– – ﹤0.01% 554
2021
Q4 		$15K Hold
97
– – ﹤0.01% 565
2021
Q3 		$29K Buy
+97
New +$35.1K ﹤0.01% 498

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
HSCU
Half Sky Capital (UK) London, United Kingdom $30.5M AUM 67.32% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's OTLY Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Oatly Group (OTLY) in Q2 2022, closing a stake of 97 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in OTLY in Q3 2021 and held it in 3 quarters. The position peaked at $29K in Q3 2021. 141 funds tracked by Wall St. Rank hold OTLY as of Q2 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Oatly Group position as of Q2 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 97 Oatly Group shares in Q2 2022, an estimated $10K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Oatly Group in Q3 2021 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Oatly Group position peaked at $29K in Q3 2021.
  • 141 funds tracked by Wall St. Rank held Oatly Group as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.