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Connectus Wealth’s Olin OLN Stock Holding History

Connectus Wealth’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
Q3 		– Sell
-28,094
Closed -$1.45M – 518
2023
Q2 		$1.45M Buy
28,094
+608
+2% +$32.3K 0.03% 251
2023
Q1 		$1.53M Buy
27,486
+2,709
+11% +$155K 0.04% 253
2022
Q4 		$1.31M Buy
24,777
+2,030
+9% +$108K 0.03% 257
2022
Q3 		$977K Buy
22,747
+1,242
+6% +$62.9K 0.02% 338
2022
Q2 		$997K Sell
21,505
-3,800
-15% -$220K 0.02% 277
2022
Q1 		$1.46M Sell
25,305
-613
-2% -$31.3K 0.05% 194
2021
Q4 		$1.49M Buy
+25,918
New +$1.45M 0.06% 165

Other funds holding OLN

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Connectus Wealth's OLN Position: Q3 2023 in Review

Connectus Wealth sold out of Olin (OLN) in Q3 2023, closing a stake of 28,094 shares — an estimated $1.45M sold.

Connectus Wealth first reported a position in OLN in Q4 2021 and held it in 7 quarters. The position peaked at $1.53M in Q1 2023. 427 funds tracked by Wall St. Rank hold OLN as of Q3 2023.

  • Connectus Wealth reported no remaining Olin position as of Q3 2023 after selling out during the quarter.
  • Connectus Wealth sold 28,094 Olin shares in Q3 2023, an estimated $1.45M.
  • Connectus Wealth first reported a position in Olin in Q4 2021 and held it in 7 quarters.
  • Connectus Wealth's Olin position peaked at $1.53M in Q1 2023.
  • 427 funds tracked by Wall St. Rank held Olin as of Q3 2023.

Based on Connectus Wealth's 13F filing for Q3 2023, filed 13 Nov 2023.