AS
OLO

Alex Sacerdote’s Olo Inc OLO Stock Holding History

Alex Sacerdote’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,354,412
Closed -$40.7M – 62
2021
Q3 		$40.7M Buy
1,354,412
+1,004,412
+287% +$35.9M 0.27% 52
2021
Q2 		$13.1M Hold
350,000
– – 0.09% 56
2021
Q1 		$9.24M Buy
+350,000
New +$10.5M 0.08% 48

Other funds holding OLO

RC
Raine Capital New York $13.5M AUM 3.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return

Alex Sacerdote's OLO Position: Q4 2021 in Review

Alex Sacerdote sold out of Olo Inc (OLO) in Q4 2021, closing a stake of 1,354,412 shares — an estimated $40.7M sold.

Alex Sacerdote first reported a position in OLO in Q1 2021 and held it in 3 quarters. The position peaked at $40.7M in Q3 2021. 150 funds tracked by Wall St. Rank hold OLO as of Q4 2021.

  • Alex Sacerdote reported no remaining Olo Inc position as of Q4 2021 after selling out during the quarter.
  • Alex Sacerdote sold 1,354,412 Olo Inc shares in Q4 2021, an estimated $40.7M.
  • Alex Sacerdote first reported a position in Olo Inc in Q1 2021 and held it in 3 quarters.
  • Alex Sacerdote's Olo Inc position peaked at $40.7M in Q3 2021.
  • 150 funds tracked by Wall St. Rank held Olo Inc as of Q4 2021.

Based on Whale Rock Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.