PIA
OTLY

Perennial Investment Advisors’s Oatly Group OTLY Stock Holding History

Perennial Investment Advisors’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
-600
Closed -$7.95K – 460
2024
Q4 		$7.95K Buy
+600
New +$8.84K ﹤0.01% 406

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 $1.57B AUM 40.42% 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 $396M AUM 41.06% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Perennial Investment Advisors's OTLY Position: Q1 2025 in Review

Perennial Investment Advisors sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 600 shares — an estimated $7.95K sold.

Perennial Investment Advisors first reported a position in OTLY in Q4 2024 and held it in 1 quarter. The position peaked at $7.95K in Q4 2024. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • Perennial Investment Advisors reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • Perennial Investment Advisors sold 600 Oatly Group shares in Q1 2025, an estimated $7.95K.
  • Perennial Investment Advisors first reported a position in Oatly Group in Q4 2024 and held it in 1 quarter.
  • Perennial Investment Advisors's Oatly Group position peaked at $7.95K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on Perennial Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.