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Evergreen Wealth Management’s Olin OLN Stock Holding History

Evergreen Wealth Management’s Portfolio OLN Stock Details OLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,662
Closed -$925K – 53
2023
Q1 		$925K Sell
16,662
-1,258
-7% -$72K 0.82% 38
2022
Q4 		$949K Buy
+17,920
New +$951K 0.87% 39

Other funds holding OLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Evergreen Wealth Management's OLN Position: Q2 2023 in Review

Evergreen Wealth Management sold out of Olin (OLN) in Q2 2023, closing a stake of 16,662 shares — an estimated $925K sold.

Evergreen Wealth Management first reported a position in OLN in Q4 2022 and held it in 2 quarters. The position peaked at $949K in Q4 2022. 463 funds tracked by Wall St. Rank hold OLN as of Q2 2023.

  • Evergreen Wealth Management reported no remaining Olin position as of Q2 2023 after selling out during the quarter.
  • Evergreen Wealth Management sold 16,662 Olin shares in Q2 2023, an estimated $925K.
  • Evergreen Wealth Management first reported a position in Olin in Q4 2022 and held it in 2 quarters.
  • Evergreen Wealth Management's Olin position peaked at $949K in Q4 2022.
  • 463 funds tracked by Wall St. Rank held Olin as of Q2 2023.

Based on Evergreen Wealth Management's 13F filing for Q2 2023, filed 3 Aug 2023.