Harvest Group Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Harvest Group Wealth 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
2021 Q1	–	Sell	-15	Closed	-$1K	–	496
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	524
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	493
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	401
2020 Q1	$0	Sell	15 -78	-84%	-$4K	﹤0.01%	852
2019 Q4	$6K	Hold	93	–	–	0.01%	330
2019 Q3	$5K	Hold	93	–	–	0.01%	417
2019 Q2	$8K	Hold	93	–	–	0.01%	253
2019 Q1	$8K	Buy	+93	New	+$7.5K	0.01%	289

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harvest Group Wealth Management's OLLI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Ollie's Bargain Outlet (OLLI) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in OLLI in Q1 2019 and held it in 8 quarters. The position peaked at $8K in Q2 2019. 359 funds tracked by Wall St. Rank hold OLLI as of Q1 2021.

Harvest Group Wealth Management reported no remaining Ollie's Bargain Outlet position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 15 Ollie's Bargain Outlet shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Ollie's Bargain Outlet in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Ollie's Bargain Outlet position peaked at $8K in Q2 2019.
359 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.