Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GFPC
Global Financial Private Client’s
Ollie's Bargain Outlet
OLLI
Stock Holding History
Global Financial Private Client’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
Q2
–
Sell
-64
Closed
-$7.45K
–
1170
2025
Q1
$7.45K
Buy
64
+6
+10%
+$634
﹤0.01%
629
2024
Q4
$6.36K
Buy
58
+3
+5%
+$299
﹤0.01%
617
2024
Q3
$5.35K
Hold
55
–
–
﹤0.01%
635
2024
Q2
$5.4K
Hold
55
–
–
﹤0.01%
498
2024
Q1
$4.08K
Hold
55
–
–
﹤0.01%
534
2023
Q4
$4.17K
Hold
55
–
–
﹤0.01%
530
2023
Q3
$4.28K
Hold
55
–
–
﹤0.01%
514
2023
Q2
$3.32K
Hold
55
–
–
﹤0.01%
534
2023
Q1
$3.29K
Hold
55
–
–
﹤0.01%
539
2022
Q4
$2.58K
Hold
55
–
–
﹤0.01%
537
2022
Q3
$2.91K
Hold
55
–
–
﹤0.01%
505
2022
Q2
$3.37K
Hold
55
–
–
﹤0.01%
480
2022
Q1
$2.36K
Hold
55
–
–
﹤0.01%
523
2021
Q4
$2.81K
Hold
55
–
–
﹤0.01%
498
2021
Q3
$3.3K
Hold
55
–
–
﹤0.01%
425
2021
Q2
$4.7K
Hold
55
–
–
﹤0.01%
413
2021
Q1
$4.85K
Hold
55
–
–
﹤0.01%
365
2020
Q4
$4.5K
Hold
55
–
–
﹤0.01%
359
2020
Q3
$4.85K
Hold
55
–
–
﹤0.01%
346
2020
Q2
$5.25K
Hold
55
–
–
﹤0.01%
387
2020
Q1
$2.47K
Hold
55
–
–
﹤0.01%
432
2019
Q4
$3.59K
Buy
+55
New
+$3.48K
﹤0.01%
431
Other funds holding OLLI
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
CAM
Congress Asset Management
Boston, Massachusetts
$16.3B AUM
42.69%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close