IAA
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Independent Advisor Alliance’s Olin OLN Stock Holding History

Independent Advisor Alliance’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
2024
Q1 		– Sell
-11,715
Closed -$632K – 727
2023
Q4 		$632K Sell
11,715
-300
-2% -$14.4K 0.02% 390
2023
Q3 		$601K Sell
12,015
-386
-3% -$20.8K 0.03% 380
2023
Q2 		$637K Sell
12,401
-260
-2% -$13.8K 0.03% 375
2023
Q1 		$703K Sell
12,661
-870
-6% -$49.8K 0.03% 348
2022
Q4 		$716 Hold
13,531
– – ﹤0.01% 321
2022
Q3 		$580K Buy
13,531
+139
+1% +$7.04K 0.03% 336
2022
Q2 		$620K Buy
13,392
+18
+0.1% +$1.04K 0.03% 332
2022
Q1 		$699K Sell
13,374
-7,884
-37% -$403K 0.03% 335
2021
Q4 		$1.22M Sell
21,258
-31,560
-60% -$1.77M 0.06% 246
2021
Q3 		$2.55M Sell
52,818
-8,194
-13% -$382K 0.14% 133
2021
Q2 		$2.82M Buy
61,012
+48,920
+405% +$2.2M 0.15% 135
2021
Q1 		$459K Sell
12,092
-86,455
-88% -$2.62M 0.03% 391
2020
Q4 		$2.42M Buy
98,547
+81,395
+475% +$1.66M 0.16% 121
2020
Q3 		$212K Sell
17,152
-882
-5% -$10.2K 0.02% 446
2020
Q2 		$207K Buy
18,034
+13
+0.1% +$165 0.02% 435
2020
Q1 		$210K Buy
+18,021
New +$273K 0.03% 353
2019
Q3 		– Sell
-12,932
Closed -$283K – 478
2019
Q2 		$283K Sell
12,932
-604
-4% -$13.4K 0.04% 312
2019
Q1 		$313K Buy
+13,536
New +$324K 0.04% 307

Other funds holding OLN

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Independent Advisor Alliance's OLN Position: Q1 2024 in Review

Independent Advisor Alliance sold out of Olin (OLN) in Q1 2024, closing a stake of 11,715 shares — an estimated $632K sold.

Independent Advisor Alliance first reported a position in OLN in Q1 2019 and held it in 18 quarters. The position peaked at $2.82M in Q2 2021. 435 funds tracked by Wall St. Rank hold OLN as of Q1 2024.

  • Independent Advisor Alliance reported no remaining Olin position as of Q1 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,715 Olin shares in Q1 2024, an estimated $632K.
  • Independent Advisor Alliance first reported a position in Olin in Q1 2019 and held it in 18 quarters.
  • Independent Advisor Alliance's Olin position peaked at $2.82M in Q2 2021.
  • 435 funds tracked by Wall St. Rank held Olin as of Q1 2024.

Based on Independent Advisor Alliance's 13F filing for Q1 2024, filed 8 May 2024.