CMF
OLO

Counterpoint Mutual Funds’s Olo Inc OLO Stock Holding History

Counterpoint Mutual Funds’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
-46,698
Closed -$232K – 374
2024
Q3 		$232K Buy
46,698
+6,575
+16% +$32.5K 0.04% 244
2024
Q2 		$177K Buy
+40,123
New +$190K 0.04% 222
2024
Q1 		– Sell
-36,795
Closed -$210K – 205
2023
Q4 		$210K Sell
36,795
-2,964
-7% -$16.3K 0.08% 55
2023
Q3 		$241K Buy
+39,759
New +$260K 0.2% 29

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 $704M AUM 6.25% 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

Counterpoint Mutual Funds's OLO Position: Q4 2024 in Review

Counterpoint Mutual Funds sold out of Olo Inc (OLO) in Q4 2024, closing a stake of 46,698 shares — an estimated $232K sold.

Counterpoint Mutual Funds first reported a position in OLO in Q3 2023 and held it in 4 quarters. The position peaked at $241K in Q3 2023. 208 funds tracked by Wall St. Rank hold OLO as of Q4 2024.

  • Counterpoint Mutual Funds reported no remaining Olo Inc position as of Q4 2024 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 46,698 Olo Inc shares in Q4 2024, an estimated $232K.
  • Counterpoint Mutual Funds first reported a position in Olo Inc in Q3 2023 and held it in 4 quarters.
  • Counterpoint Mutual Funds's Olo Inc position peaked at $241K in Q3 2023.
  • 208 funds tracked by Wall St. Rank held Olo Inc as of Q4 2024.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2024, filed 10 Feb 2025.