Stifel Financial
OTLY

Stifel Financial’s Oatly Group OTLY Stock Holding History

Stifel Financial’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
-1,000
Closed -$13.3K – 3505
2024
Q4 		$13.3K Sell
1,000
-175
-15% -$2.58K ﹤0.01% 3363
2024
Q3 		$20.1K Hold
1,175
– – ﹤0.01% 3342
2024
Q2 		$22.1K Sell
1,175
-15
-1% -$319 ﹤0.01% 3323
2024
Q1 		$26.9K Hold
1,190
– – ﹤0.01% 3296
2023
Q4 		$28.1K Buy
1,190
+320
+37% +$5.28K ﹤0.01% 3251
2023
Q3 		$15.6K Sell
870
-575
-40% -$16.7K ﹤0.01% 3251
2023
Q2 		$59.2K Buy
1,445
+150
+12% +$6.13K ﹤0.01% 3222
2023
Q1 		$62.7K Sell
1,295
-35
-3% -$1.64K ﹤0.01% 3220
2022
Q4 		$46.3K Sell
1,330
-685
-34% -$26.1K ﹤0.01% 3189
2022
Q3 		$106K Sell
2,015
-787
-28% -$54.4K ﹤0.01% 3102
2022
Q2 		$194K Sell
2,802
-1,141
-29% -$89K ﹤0.01% 3015
2022
Q1 		$395K Buy
3,943
+1,234
+46% +$163K ﹤0.01% 2706
2021
Q4 		$431K Buy
2,709
+1,839
+211% +$406K ﹤0.01% 2677
2021
Q3 		$263K Sell
870
-4,270
-83% -$1.55M ﹤0.01% 2986
2021
Q2 		$2.51M Buy
+5,140
New +$2.55M ﹤0.01% 1452

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Stifel Financial's OTLY Position: Q1 2025 in Review

Stifel Financial sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 1,000 shares — an estimated $13.3K sold.

Stifel Financial first reported a position in OTLY in Q2 2021 and held it in 15 quarters. The position peaked at $2.51M in Q2 2021. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • Stifel Financial reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • Stifel Financial sold 1,000 Oatly Group shares in Q1 2025, an estimated $13.3K.
  • Stifel Financial first reported a position in Oatly Group in Q2 2021 and held it in 15 quarters.
  • Stifel Financial's Oatly Group position peaked at $2.51M in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on Stifel Financial's 13F filing for Q1 2025, filed 14 May 2025.