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Everpar Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Everpar Advisors’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
2025
Q4 		– Sell
-2,521
Closed -$324K – 295
2025
Q3 		$324K Sell
2,521
-158
-6% -$21K 0.13% 189
2025
Q2 		$353K Sell
2,679
-48
-2% -$5.5K 0.16% 171
2025
Q1 		$317K Sell
2,727
-179
-6% -$18.9K 0.17% 171
2024
Q4 		$319K Buy
+2,906
New +$289K 0.16% 171

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Everpar Advisors's OLLI Position: Q4 2025 in Review

Everpar Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q4 2025, closing a stake of 2,521 shares — an estimated $324K sold.

Everpar Advisors first reported a position in OLLI in Q4 2024 and held it in 4 quarters. The position peaked at $353K in Q2 2025. 473 funds tracked by Wall St. Rank hold OLLI as of Q4 2025.

  • Everpar Advisors reported no remaining Ollie's Bargain Outlet position as of Q4 2025 after selling out during the quarter.
  • Everpar Advisors sold 2,521 Ollie's Bargain Outlet shares in Q4 2025, an estimated $324K.
  • Everpar Advisors first reported a position in Ollie's Bargain Outlet in Q4 2024 and held it in 4 quarters.
  • Everpar Advisors's Ollie's Bargain Outlet position peaked at $353K in Q2 2025.
  • 473 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2025.

Based on Everpar Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.