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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 $39B AUM 18.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Montag & Associates's OTLY Position: Q4 2023 in Review

Montag & Associates sold out of Oatly Group (OTLY) in Q4 2023, closing a stake of 350 shares — an estimated $6.27K sold.

Montag & Associates first reported a position in OTLY in Q2 2021 and held it in 10 quarters. The position peaked at $33K in Q2 2022. 118 funds tracked by Wall St. Rank hold OTLY as of Q4 2023.

  • Montag & Associates reported no remaining Oatly Group position as of Q4 2023 after selling out during the quarter.
  • Montag & Associates sold 350 Oatly Group shares in Q4 2023, an estimated $6.27K.
  • Montag & Associates first reported a position in Oatly Group in Q2 2021 and held it in 10 quarters.
  • Montag & Associates's Oatly Group position peaked at $33K in Q2 2022.
  • 118 funds tracked by Wall St. Rank held Oatly Group as of Q4 2023.

Based on Montag & Associates's 13F filing for Q4 2023, filed 7 Feb 2024.