BP’s Olo Inc OLO Stock Holding History

BP’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
2023 Q4	–	Sell	-17,605	Closed	-$243K	–	3
2023 Q3	$243K	Sell	17,605 -930	-5%	-$6.08K	1.78%	3
2023 Q2	$120K	Buy	+18,535	New	+$133K	0.89%	3
2021 Q4	–	Sell	-8,704	Closed	-$261K	–	6
2021 Q3	$261K	Buy	+8,704	New	+$311K	1.43%	4

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BP's OLO Position: Q4 2023 in Review

BP sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 17,605 shares — an estimated $243K sold.

BP first reported a position in OLO in Q3 2021 and held it in 3 quarters. The position peaked at $261K in Q3 2021. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

BP reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
BP sold 17,605 Olo Inc shares in Q4 2023, an estimated $243K.
BP first reported a position in Olo Inc in Q3 2021 and held it in 3 quarters.
BP's Olo Inc position peaked at $261K in Q3 2021.
184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on BP's 13F filing for Q4 2023, filed 9 Feb 2024.