EP
OLO

Essential Partners’s Olo Inc OLO Stock Holding History

Essential Partners’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
2025
Q3 		– Sell
-244
Closed -$2.17K – 2752
2025
Q2 		$2.17K Buy
+244
New +$1.89K ﹤0.01% 1293

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return