Independent Family Office’s Olo Inc OLO Stock Holding History

Independent Family Office’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
2024 Q2	–	Sell	-42,895	Closed	-$235K	–	75
2024 Q1	$235K	Hold	42,895	–	–	0.13%	70
2023 Q4	$245K	Hold	42,895	–	–	0.14%	66
2023 Q3	$260K	Hold	42,895	–	–	0.16%	61
2023 Q2	$277K	Buy	42,895 +9,833	+30%	+$70.8K	0.17%	57
2023 Q1	$270K	Hold	33,062	–	–	0.16%	62
2022 Q4	$207K	Hold	33,062	–	–	0.12%	67
2022 Q3	$261K	Hold	33,062	–	–	0.13%	60
2022 Q2	$326	Hold	33,062	–	–	0.16%	51
2022 Q1	$438K	Buy	33,062 +9,491	+40%	+$147K	0.14%	48
2021 Q4	$491K	Buy	23,571 +16,495	+233%	+$429K	0.19%	37
2021 Q3	$212K	Buy	+7,076	New	+$253K	0.09%	48

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Independent Family Office's OLO Position: Q2 2024 in Review

Independent Family Office sold out of Olo Inc (OLO) in Q2 2024, closing a stake of 42,895 shares — an estimated $235K sold.

Independent Family Office first reported a position in OLO in Q3 2021 and held it in 11 quarters. The position peaked at $491K in Q4 2021. 192 funds tracked by Wall St. Rank hold OLO as of Q2 2024.

Independent Family Office reported no remaining Olo Inc position as of Q2 2024 after selling out during the quarter.
Independent Family Office sold 42,895 Olo Inc shares in Q2 2024, an estimated $235K.
Independent Family Office first reported a position in Olo Inc in Q3 2021 and held it in 11 quarters.
Independent Family Office's Olo Inc position peaked at $491K in Q4 2021.
192 funds tracked by Wall St. Rank held Olo Inc as of Q2 2024.

Based on Independent Family Office's 13F filing for Q2 2024, filed 14 Aug 2024.