IAP
OLO

Indie Asset Partners’s Olo Inc OLO Stock Holding History

Indie Asset Partners’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
Q3 		– Sell
-11,550
Closed -$114K – 102
2022
Q2 		$114K Sell
11,550
-7,075
-38% -$77K 0.1% 106
2022
Q1 		$247K Buy
18,625
+800
+4% +$12.4K 0.19% 109
2021
Q4 		$371K Buy
+17,825
New +$464K 0.27% 76

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 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
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Indie Asset Partners's OLO Position: Q3 2022 in Review

Indie Asset Partners sold out of Olo Inc (OLO) in Q3 2022, closing a stake of 11,550 shares — an estimated $114K sold.

Indie Asset Partners first reported a position in OLO in Q4 2021 and held it in 3 quarters. The position peaked at $371K in Q4 2021. 171 funds tracked by Wall St. Rank hold OLO as of Q3 2022.

  • Indie Asset Partners reported no remaining Olo Inc position as of Q3 2022 after selling out during the quarter.
  • Indie Asset Partners sold 11,550 Olo Inc shares in Q3 2022, an estimated $114K.
  • Indie Asset Partners first reported a position in Olo Inc in Q4 2021 and held it in 3 quarters.
  • Indie Asset Partners's Olo Inc position peaked at $371K in Q4 2021.
  • 171 funds tracked by Wall St. Rank held Olo Inc as of Q3 2022.

Based on Indie Asset Partners's 13F filing for Q3 2022, filed 25 Oct 2022.