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OLLI icon

FORA Capital’s Ollie's Bargain Outlet OLLI Stock Holding History

FORA Capital’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
Q1 		– Sell
-20,750
Closed -$2.28M – 619
2024
Q4 		$2.28M Buy
20,750
+15,950
+332% +$1.59M 0.26% 114
2024
Q3 		$467K Buy
4,800
+148
+3% +$14.3K 0.05% 294
2024
Q2 		$457K Buy
+4,652
New +$370K 0.06% 301
2023
Q2 		– Sell
-22,470
Closed -$1.3M – 543
2023
Q1 		$1.3M Buy
+22,470
New +$1.24M 0.13% 215
2022
Q2 		– Sell
-15,203
Closed -$667K – 617
2022
Q1 		$667K Buy
+15,203
New +$678K 0.12% 230
2021
Q2 		– Sell
-447
Closed -$39K – 1069
2021
Q1 		$39K Buy
+447
New +$40.7K 0.01% 587
2020
Q4 		– Sell
-1,887
Closed -$165K – 1081
2020
Q3 		$165K Buy
+1,887
New +$185K 0.11% 205

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 $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return