MSFP
OTLY

Mark Sheptoff Financial Planning’s Oatly Group OTLY Stock Holding History

Mark Sheptoff Financial Planning’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
2021
Q3 		– Sell
-875
Closed -$428K – 412
2021
Q2 		$428K Buy
+875
New +$435K 0.23% 69

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 $97.9B AUM 20.73% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Mark Sheptoff Financial Planning's OTLY Position: Q3 2021 in Review

Mark Sheptoff Financial Planning sold out of Oatly Group (OTLY) in Q3 2021, closing a stake of 875 shares — an estimated $428K sold.

Mark Sheptoff Financial Planning first reported a position in OTLY in Q2 2021 and held it in 1 quarter. The position peaked at $428K in Q2 2021. 142 funds tracked by Wall St. Rank hold OTLY as of Q3 2021.

  • Mark Sheptoff Financial Planning reported no remaining Oatly Group position as of Q3 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 875 Oatly Group shares in Q3 2021, an estimated $428K.
  • Mark Sheptoff Financial Planning first reported a position in Oatly Group in Q2 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Oatly Group position peaked at $428K in Q2 2021.
  • 142 funds tracked by Wall St. Rank held Oatly Group as of Q3 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2021, filed 10 Nov 2021.