PFO
OTLY

Pathstone Family Office’s Oatly Group OTLY Stock Holding History

Pathstone Family Office’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
Q3 		$79.3K Buy
4,424
+2,288
+107% +$66.6K ﹤0.01% 1605
2023
Q2 		$87.6K Hold
2,136
– – ﹤0.01% 1198
2023
Q1 		$103K Buy
+2,136
New +$99.8K ﹤0.01% 1131

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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $34.8B AUM 25.49% 1-Year Est. Return

Pathstone Family Office's OTLY Position: Q3 2023 in Review

Pathstone Family Office increased its Oatly Group (OTLY) stake by 107% in Q3 2023, buying an estimated $66.6K and bringing the position to 4,424 shares worth $79.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Pathstone Family Office first reported a position in OTLY in Q1 2023 and has held it in 3 quarters since. The position peaked at $103K in Q1 2023. 126 funds tracked by Wall St. Rank hold OTLY as of Q3 2023.

  • Pathstone Family Office held 4,424 shares of Oatly Group worth $79.3K as of Q3 2023.
  • Pathstone Family Office bought 2,288 Oatly Group shares in Q3 2023, an estimated $66.6K.
  • Oatly Group made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1605 holding.
  • Pathstone Family Office first reported a position in Oatly Group in Q1 2023 and has held it in 3 quarters since.
  • Pathstone Family Office's Oatly Group position peaked at $103K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held Oatly Group as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.