CFO
OLLI icon

CVA Family Office’s Ollie's Bargain Outlet OLLI Stock Holding History

CVA Family Office’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.27K Buy
79
+73
+1,217% +$7.88K ﹤0.01% 1099
2025
Q4 		$658 Hold
6
– – ﹤0.01% 1164
2025
Q3 		$770 Hold
6
– – ﹤0.01% 1169
2025
Q2 		$791 Hold
6
– – ﹤0.01% 1135
2025
Q1 		$698 Hold
6
– – ﹤0.01% 1167
2024
Q4 		$658 Hold
6
– – ﹤0.01% 1164
2024
Q3 		$583 Hold
6
– – ﹤0.01% 1170
2024
Q2 		$589 Buy
+6
New +$477 ﹤0.01% 1149
2022
Q2 		– Sell
-1,027
Closed -$44K – 966
2022
Q1 		$44K Hold
1,027
– – 0.01% 424
2021
Q4 		$53K Buy
+1,027
New +$62.6K 0.01% 353
2021
Q3 		– Sell
-1,045
Closed -$88K – 719
2021
Q2 		$88K Buy
+1,045
New +$90.9K 0.03% 257

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return