EWM
OLO

Evercore Wealth Management’s Olo Inc OLO Stock Holding History

Evercore Wealth Management’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
2022
Q3 		– Sell
-16,302
Closed -$161K – 389
2022
Q2 		$161K Buy
16,302
+1,898
+13% +$20.7K ﹤0.01% 381
2022
Q1 		$191K Buy
+14,404
New +$223K ﹤0.01% 421

Other funds holding OLO

RC
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evercore Wealth Management's OLO Position: Q3 2022 in Review

Evercore Wealth Management sold out of Olo Inc (OLO) in Q3 2022, closing a stake of 16,302 shares — an estimated $161K sold.

Evercore Wealth Management first reported a position in OLO in Q1 2022 and held it in 2 quarters. The position peaked at $191K in Q1 2022. 171 funds tracked by Wall St. Rank hold OLO as of Q3 2022.

  • Evercore Wealth Management reported no remaining Olo Inc position as of Q3 2022 after selling out during the quarter.
  • Evercore Wealth Management sold 16,302 Olo Inc shares in Q3 2022, an estimated $161K.
  • Evercore Wealth Management first reported a position in Olo Inc in Q1 2022 and held it in 2 quarters.
  • Evercore Wealth Management's Olo Inc position peaked at $191K in Q1 2022.
  • 171 funds tracked by Wall St. Rank held Olo Inc as of Q3 2022.

Based on Evercore Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.