LPL Financial
OTLY

LPL Financial’s Oatly Group OTLY Stock Holding History

LPL Financial’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
-1,584
Closed -$21K – 5470
2024
Q4 		$21K Sell
1,584
-27
-2% -$398 ﹤0.01% 5196
2024
Q3 		$27.5K Sell
1,611
-40
-2% -$751 ﹤0.01% 5057
2024
Q2 		$31K Sell
1,651
-33
-2% -$701 ﹤0.01% 4895
2024
Q1 		$38K Sell
1,684
-8
-0.5% -$180 ﹤0.01% 4792
2023
Q4 		$39.9K Sell
1,692
-189
-10% -$3.12K ﹤0.01% 4675
2023
Q3 		$33.7K Sell
1,881
-96
-5% -$2.79K ﹤0.01% 4561
2023
Q2 		$81K Buy
1,977
+120
+6% +$4.91K ﹤0.01% 4359
2023
Q1 		$89.9K Sell
1,857
-92
-5% -$4.3K ﹤0.01% 4226
2022
Q4 		$67.8K Sell
1,949
-7
-0.4% -$267 ﹤0.01% 4232
2022
Q3 		$103K Sell
1,956
-159
-8% -$11K ﹤0.01% 4101
2022
Q2 		$146K Buy
+2,115
New +$165K ﹤0.01% 4035
2022
Q1 		– Sell
-997
Closed -$159K – 4341
2021
Q4 		$159K Buy
+997
New +$220K ﹤0.01% 4039
2021
Q3 		– Sell
-462
Closed -$226K – 4395
2021
Q2 		$226K Buy
+462
New +$230K ﹤0.01% 3817

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $6.97B AUM 29.39% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
SAM
Shikiar Asset Management New York $347M AUM 23.44% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return