MA
OTLY

Montag & Associates’s Oatly Group OTLY Stock Holding History

Montag & Associates’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
Q4 		– Sell
-350
Closed -$6.27K – 931
2023
Q3 		$6.27K Sell
350
-40
-10% -$1.16K ﹤0.01% 786
2023
Q2 		$16K Hold
390
– – ﹤0.01% 696
2023
Q1 		$18.9K Sell
390
-80
-17% -$3.74K ﹤0.01% 676
2022
Q4 		$16.4K Hold
470
– – ﹤0.01% 682
2022
Q3 		$25K Hold
470
– – ﹤0.01% 639
2022
Q2 		$33K Buy
470
+455
+3,033% +$35.5K ﹤0.01% 592
2022
Q1 		$2K Hold
15
– – ﹤0.01% 786
2021
Q4 		$2K Sell
15
-5
-25% -$1.1K ﹤0.01% 800
2021
Q3 		$6K Buy
20
+15
+300% +$5.43K ﹤0.01% 763
2021
Q2 		$2K Buy
+5
New +$2.48K ﹤0.01% 789

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.32B AUM 31.52% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return