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Freedom Investment Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-2,489
Closed -$328K – 505
2025
Q2 		$328K Sell
2,489
-164
-6% -$18.8K 0.03% 567
2025
Q1 		$309K Sell
2,653
-661
-20% -$69.9K 0.03% 581
2024
Q4 		$364K Buy
3,314
+381
+13% +$37.9K 0.03% 531
2024
Q3 		$285K Buy
2,933
+14
+0.5% +$1.35K 0.02% 614
2024
Q2 		$287K Sell
2,919
-605
-17% -$48.1K 0.02% 614
2024
Q1 		$280K Buy
3,524
+248
+8% +$18.7K 0.02% 632
2023
Q4 		$249K Buy
+3,276
New +$247K 0.02% 653
2019
Q1 		– Sell
-3,085
Closed -$205K – 762
2018
Q4 		$205K Sell
3,085
-275
-8% -$22.9K 0.02% 698
2018
Q3 		$295K Buy
3,360
+77
+2% +$6.15K 0.02% 710
2018
Q2 		$238K Sell
3,283
-288
-8% -$19.5K 0.01% 831
2018
Q1 		$215K Sell
3,571
-499
-12% -$28.4K 0.01% 1004
2017
Q4 		$217K Sell
4,070
-1,249
-23% -$58.9K 0.01% 1013
2017
Q3 		$247K Buy
+5,319
New +$235K 0.01% 938

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Freedom Investment Management's OLLI Position: Q3 2025 in Review

Freedom Investment Management sold out of Ollie's Bargain Outlet (OLLI) in Q3 2025, closing a stake of 2,489 shares — an estimated $328K sold.

Freedom Investment Management first reported a position in OLLI in Q3 2017 and held it in 13 quarters. The position peaked at $364K in Q4 2024. 493 funds tracked by Wall St. Rank hold OLLI as of Q3 2025.

  • Freedom Investment Management reported no remaining Ollie's Bargain Outlet position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 2,489 Ollie's Bargain Outlet shares in Q3 2025, an estimated $328K.
  • Freedom Investment Management first reported a position in Ollie's Bargain Outlet in Q3 2017 and held it in 13 quarters.
  • Freedom Investment Management's Ollie's Bargain Outlet position peaked at $364K in Q4 2024.
  • 493 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.