HFM
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Harvest Fund Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Harvest Fund 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
Q2 		– Sell
-373
Closed -$43K – 717
2025
Q1 		$43K Hold
373
– – ﹤0.01% 503
2024
Q4 		$41K Buy
+373
New +$37.1K ﹤0.01% 614
2024
Q3 		– Sell
-521
Closed -$51K – 708
2024
Q2 		$51K Buy
+521
New +$41.5K ﹤0.01% 483
2024
Q1 		– Sell
-772
Closed -$59K – 737
2023
Q4 		$59K Sell
772
-1,087
-58% -$81.9K 0.01% 398
2023
Q3 		$143K Buy
+1,859
New +$136K 0.03% 271
2023
Q2 		– Sell
-1,061
Closed -$61K – 743
2023
Q1 		$61K Buy
+1,061
New +$58.3K 0.01% 439
2018
Q4 		– Sell
-1,568
Closed -$151K – 417
2018
Q3 		$151K Buy
1,568
+1,166
+290% +$93.1K 0.03% 209
2018
Q2 		$29K Buy
+402
New +$27.2K ﹤0.01% 261

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
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
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return