SAG
OTLY

SageView Advisory Group’s Oatly Group OTLY Stock Holding History

SageView Advisory Group’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
2024
Q2 		– Sell
-801
Closed -$115K – 686
2024
Q1 		$115K Buy
+801
New +$18K 0.01% 516

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return

SageView Advisory Group's OTLY Position: Q2 2024 in Review

SageView Advisory Group sold out of Oatly Group (OTLY) in Q2 2024, closing a stake of 801 shares — an estimated $115K sold.

SageView Advisory Group first reported a position in OTLY in Q1 2024 and held it in 1 quarter. The position peaked at $115K in Q1 2024. 111 funds tracked by Wall St. Rank hold OTLY as of Q2 2024.

  • SageView Advisory Group reported no remaining Oatly Group position as of Q2 2024 after selling out during the quarter.
  • SageView Advisory Group sold 801 Oatly Group shares in Q2 2024, an estimated $115K.
  • SageView Advisory Group first reported a position in Oatly Group in Q1 2024 and held it in 1 quarter.
  • SageView Advisory Group's Oatly Group position peaked at $115K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Oatly Group as of Q2 2024.

Based on SageView Advisory Group's 13F filing for Q2 2024, filed 12 Aug 2024.