Baystate Wealth Management’s Olin OLN Stock Holding History

Baystate Wealth Management’s Portfolio OLN Stock Details OLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$26.8K	Buy	496 +2	+0.4%	+$96	﹤0.01%	499
2023 Q3	$24.7K	Buy	494 +300	+155%	+$16.2K	﹤0.01%	448
2023 Q2	$9.98K	Buy	194 +1	+0.5%	+$53	﹤0.01%	573
2023 Q1	$10.7K	Buy	193 +1	+0.5%	+$57	﹤0.01%	553
2022 Q4	$10K	Hold	192	–	–	﹤0.01%	574
2022 Q3	$8K	Buy	192 +1	+0.5%	+$51	﹤0.01%	582
2022 Q2	$9K	Buy	191 +1	+0.5%	+$58	﹤0.01%	588
2022 Q1	$10K	Buy	190 +1	+0.5%	+$51	﹤0.01%	584
2021 Q4	$11K	Buy	+189	New	+$10.6K	﹤0.01%	562
2020 Q3	–	Sell	-73	Closed	-$1K	–	713
2020 Q2	$1K	Buy	+73	New	+$929	﹤0.01%	615

Other funds holding OLN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Baystate Wealth Management's OLN Position: Q4 2023 in Review

Baystate Wealth Management increased its Olin (OLN) stake by 0.4% in Q4 2023, buying an estimated $96 and bringing the position to 496 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

Baystate Wealth Management first reported a position in OLN in Q2 2020 and has held it in 10 quarters since. 426 funds tracked by Wall St. Rank hold OLN as of Q4 2023.

Baystate Wealth Management held 496 shares of Olin worth $26.8K as of Q4 2023.
Baystate Wealth Management bought 2 Olin shares in Q4 2023, an estimated $96.
Olin made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #499 holding.
Baystate Wealth Management first reported a position in Olin in Q2 2020 and has held it in 10 quarters since.
426 funds tracked by Wall St. Rank held Olin as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.