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Hoover Financial Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

Hoover Financial Advisors’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
Q2 		$7K Hold
85
– – ﹤0.01% 515
2021
Q1 		$7K Hold
85
– – ﹤0.01% 470
2020
Q4 		$8K Buy
+85
New +$7.43K ﹤0.01% 426
2020
Q3 		– Sell
-85
Closed -$8K – 386
2020
Q2 		$8K Buy
+85
New +$6.53K ﹤0.01% 360

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hoover Financial Advisors's OLLI Position: Q2 2021 in Review

Hoover Financial Advisors held its Ollie's Bargain Outlet (OLLI) position steady in Q2 2021 at 85 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Hoover Financial Advisors first reported a position in OLLI in Q2 2020 and has held it in 4 quarters since. The position peaked at $8K in Q4 2020. 347 funds tracked by Wall St. Rank hold OLLI as of Q2 2021.

  • Hoover Financial Advisors held 85 shares of Ollie's Bargain Outlet worth $7K as of Q2 2021.
  • Hoover Financial Advisors left its Ollie's Bargain Outlet share count unchanged in Q2 2021.
  • Ollie's Bargain Outlet made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #515 holding.
  • Hoover Financial Advisors first reported a position in Ollie's Bargain Outlet in Q2 2020 and has held it in 4 quarters since.
  • Hoover Financial Advisors's Ollie's Bargain Outlet position peaked at $8K in Q4 2020.
  • 347 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.