HR
OLO

Howe & Rusling’s Olo Inc OLO Stock Holding History

Howe & Rusling’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-80
Closed -$1K – 804
2022
Q3 		$1K Hold
80
– – ﹤0.01% 990
2022
Q2 		$1K Hold
80
– – ﹤0.01% 980
2022
Q1 		$1K Hold
80
– – ﹤0.01% 946
2021
Q4 		$2K Hold
80
– – ﹤0.01% 872
2021
Q3 		$2K Hold
80
– – ﹤0.01% 868
2021
Q2 		$3K Hold
80
– – ﹤0.01% 753
2021
Q1 		$2K Buy
+80
New +$2.4K ﹤0.01% 829

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Howe & Rusling's OLO Position: Q4 2022 in Review

Howe & Rusling sold out of Olo Inc (OLO) in Q4 2022, closing a stake of 80 shares — an estimated $1K sold.

Howe & Rusling first reported a position in OLO in Q1 2021 and held it in 7 quarters. The position peaked at $3K in Q2 2021. 177 funds tracked by Wall St. Rank hold OLO as of Q4 2022.

  • Howe & Rusling reported no remaining Olo Inc position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 80 Olo Inc shares in Q4 2022, an estimated $1K.
  • Howe & Rusling first reported a position in Olo Inc in Q1 2021 and held it in 7 quarters.
  • Howe & Rusling's Olo Inc position peaked at $3K in Q2 2021.
  • 177 funds tracked by Wall St. Rank held Olo Inc as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.