HCR Wealth Advisors’s Olin OLN Stock Holding History

HCR Wealth Advisors’s Portfolio OLN Stock Details OLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-8,540	Closed	-$427K	–	211
2023 Q3	$427K	Sell	8,540 -2,635	-24%	-$142K	0.09%	111
2023 Q2	$574K	Sell	11,175 -1,715	-13%	-$91.2K	0.11%	107
2023 Q1	$715K	Sell	12,890 -1,400	-10%	-$80.1K	0.14%	93
2022 Q4	$757K	Sell	14,290 -1,250	-8%	-$66.3K	0.16%	90
2022 Q3	$666K	Sell	15,540 -3,475	-18%	-$176K	0.14%	95
2022 Q2	$880K	Sell	19,015 -2,000	-10%	-$116K	0.18%	87
2022 Q1	$1.1M	Buy	21,015 +495	+2%	+$25.3K	0.18%	90
2021 Q4	$1.18M	Sell	20,520 -265	-1%	-$14.9K	0.18%	93
2021 Q3	$1M	Hold	20,785	–	–	0.17%	102
2021 Q2	$962K	Sell	20,785 -135	-0.6%	-$6.08K	0.17%	102
2021 Q1	$794K	Buy	20,920 +7,540	+56%	+$229K	0.16%	101
2020 Q4	$329K	Buy	+13,380	New	+$272K	0.07%	142

Other funds holding OLN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

HCR Wealth Advisors's OLN Position: Q4 2023 in Review

HCR Wealth Advisors sold out of Olin (OLN) in Q4 2023, closing a stake of 8,540 shares — an estimated $427K sold.

HCR Wealth Advisors first reported a position in OLN in Q4 2020 and held it in 12 quarters. The position peaked at $1.18M in Q4 2021. 426 funds tracked by Wall St. Rank hold OLN as of Q4 2023.

HCR Wealth Advisors reported no remaining Olin position as of Q4 2023 after selling out during the quarter.
HCR Wealth Advisors sold 8,540 Olin shares in Q4 2023, an estimated $427K.
HCR Wealth Advisors first reported a position in Olin in Q4 2020 and held it in 12 quarters.
HCR Wealth Advisors's Olin position peaked at $1.18M in Q4 2021.
426 funds tracked by Wall St. Rank held Olin as of Q4 2023.

Based on HCR Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.