Ellevest Inc’s Ollie's Bargain Outlet OLLI Stock Holding History

Ellevest Inc’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
2020 Q1	–	Sell	-227	Closed	-$15K	–	1241
2019 Q4	$15K	Buy	+227	New	+$14.4K	﹤0.01%	470

Other funds holding OLLI

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Ellevest Inc's OLLI Position: Q1 2020 in Review

Ellevest Inc sold out of Ollie's Bargain Outlet (OLLI) in Q1 2020, closing a stake of 227 shares — an estimated $15K sold.

Ellevest Inc first reported a position in OLLI in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 274 funds tracked by Wall St. Rank hold OLLI as of Q1 2020.

Ellevest Inc reported no remaining Ollie's Bargain Outlet position as of Q1 2020 after selling out during the quarter.
Ellevest Inc sold 227 Ollie's Bargain Outlet shares in Q1 2020, an estimated $15K.
Ellevest Inc first reported a position in Ollie's Bargain Outlet in Q4 2019 and held it in 1 quarter.
Ellevest Inc's Ollie's Bargain Outlet position peaked at $15K in Q4 2019.
274 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2020.

Based on Ellevest Inc's 13F filing for Q1 2020, filed 13 Apr 2020.