Whittier Trust’s Oatly Group OTLY Stock Holding History

Whittier Trust’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 Q2	–	Sell	-112	Closed	-$5.41K	–	1602
2023 Q1	$5.41K	Hold	112	–	–	﹤0.01%	1383
2022 Q4	$3.89K	Hold	112	–	–	﹤0.01%	1417
2022 Q3	$6K	Hold	112	–	–	﹤0.01%	1426
2022 Q2	$8K	Hold	112	–	–	﹤0.01%	1357
2022 Q1	$11K	Hold	112	–	–	﹤0.01%	1323
2021 Q4	$18K	Buy	+112	New	+$24.8K	﹤0.01%	1209

Other funds holding OTLY

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

IEFM

IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Whittier Trust's OTLY Position: Q2 2023 in Review

Whittier Trust sold out of Oatly Group (OTLY) in Q2 2023, closing a stake of 112 shares — an estimated $5.41K sold.

Whittier Trust first reported a position in OTLY in Q4 2021 and held it in 6 quarters. The position peaked at $18K in Q4 2021. 124 funds tracked by Wall St. Rank hold OTLY as of Q2 2023.

Whittier Trust reported no remaining Oatly Group position as of Q2 2023 after selling out during the quarter.
Whittier Trust sold 112 Oatly Group shares in Q2 2023, an estimated $5.41K.
Whittier Trust first reported a position in Oatly Group in Q4 2021 and held it in 6 quarters.
Whittier Trust's Oatly Group position peaked at $18K in Q4 2021.
124 funds tracked by Wall St. Rank held Oatly Group as of Q2 2023.

Based on Whittier Trust's 13F filing for Q2 2023, filed 24 Jul 2023.