Bank of Montreal
OLO

Bank of Montreal’s Olo Inc OLO Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-136,398
Closed -$667K – 3831
2024
Q3 		$667K Sell
136,398
-67,359
-33% -$333K ﹤0.01% 2236
2024
Q2 		$904K Buy
+203,757
New +$965K ﹤0.01% 2085
2021
Q4 		– Sell
-15,120
Closed -$467K – 3753
2021
Q3 		$467K Buy
+15,120
New +$540K ﹤0.01% 2912

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bank of Montreal's OLO Position: Q4 2024 in Review

Bank of Montreal sold out of Olo Inc (OLO) in Q4 2024, closing a stake of 136,398 shares — an estimated $667K sold.

Bank of Montreal first reported a position in OLO in Q3 2021 and held it in 3 quarters. The position peaked at $904K in Q2 2024. 208 funds tracked by Wall St. Rank hold OLO as of Q4 2024.

  • Bank of Montreal reported no remaining Olo Inc position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 136,398 Olo Inc shares in Q4 2024, an estimated $667K.
  • Bank of Montreal first reported a position in Olo Inc in Q3 2021 and held it in 3 quarters.
  • Bank of Montreal's Olo Inc position peaked at $904K in Q2 2024.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.