CPO
OLO

Cerity Partners OCIO’s Olo Inc OLO Stock Holding History

Cerity Partners OCIO’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
2025
Q1 		– Sell
-21,616
Closed -$166K – 27
2024
Q4 		$166K Buy
+21,616
New +$135K 0.01% 24

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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

Cerity Partners OCIO's OLO Position: Q1 2025 in Review

Cerity Partners OCIO sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 21,616 shares — an estimated $166K sold.

Cerity Partners OCIO first reported a position in OLO in Q4 2024 and held it in 1 quarter. The position peaked at $166K in Q4 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

  • Cerity Partners OCIO reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
  • Cerity Partners OCIO sold 21,616 Olo Inc shares in Q1 2025, an estimated $166K.
  • Cerity Partners OCIO first reported a position in Olo Inc in Q4 2024 and held it in 1 quarter.
  • Cerity Partners OCIO's Olo Inc position peaked at $166K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Cerity Partners OCIO's 13F filing for Q1 2025, filed 30 Apr 2025.