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Graves Light Lenhart Wealth’s Ollie's Bargain Outlet OLLI Stock Holding History

Graves Light Lenhart Wealth’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
2021
Q4 		– Sell
-439
Closed -$26K – 764
2021
Q3 		$26K Buy
+439
New +$35.5K ﹤0.01% 460

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Graves Light Lenhart Wealth's OLLI Position: Q4 2021 in Review

Graves Light Lenhart Wealth sold out of Ollie's Bargain Outlet (OLLI) in Q4 2021, closing a stake of 439 shares — an estimated $26K sold.

Graves Light Lenhart Wealth first reported a position in OLLI in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 321 funds tracked by Wall St. Rank hold OLLI as of Q4 2021.

  • Graves Light Lenhart Wealth reported no remaining Ollie's Bargain Outlet position as of Q4 2021 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 439 Ollie's Bargain Outlet shares in Q4 2021, an estimated $26K.
  • Graves Light Lenhart Wealth first reported a position in Ollie's Bargain Outlet in Q3 2021 and held it in 1 quarter.
  • Graves Light Lenhart Wealth's Ollie's Bargain Outlet position peaked at $26K in Q3 2021.
  • 321 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2021.

Based on Graves Light Lenhart Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.