Ellevest Inc’s Olo Inc OLO Stock Holding History

Ellevest Inc’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
2023 Q2	–	Sell	-6	Closed	-$49	–	1225
2023 Q1	$49	Buy	6 +5	+500%	+$38	﹤0.01%	1823
2022 Q4	$6	Buy	+1	New	+$8	﹤0.01%	1828

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Ellevest Inc's OLO Position: Q2 2023 in Review

Ellevest Inc sold out of Olo Inc (OLO) in Q2 2023, closing a stake of 6 shares — an estimated $49 sold.

Ellevest Inc first reported a position in OLO in Q4 2022 and held it in 2 quarters. The position peaked at $49 in Q1 2023. 185 funds tracked by Wall St. Rank hold OLO as of Q2 2023.

Ellevest Inc reported no remaining Olo Inc position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 6 Olo Inc shares in Q2 2023, an estimated $49.
Ellevest Inc first reported a position in Olo Inc in Q4 2022 and held it in 2 quarters.
Ellevest Inc's Olo Inc position peaked at $49 in Q1 2023.
185 funds tracked by Wall St. Rank held Olo Inc as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.