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OLLI icon

Inspire Investing’s Ollie's Bargain Outlet OLLI Stock Holding History

Inspire Investing’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
2025
Q3 		– Sell
-3,000
Closed -$395K – 916
2025
Q2 		$395K Buy
3,000
+28
+0.9% +$3.21K 0.04% 360
2025
Q1 		$346K Sell
2,972
-675
-19% -$71.4K 0.04% 387
2024
Q4 		$400K Sell
3,647
-594
-14% -$59.1K 0.04% 621
2024
Q3 		$412K Buy
4,241
+672
+19% +$64.8K 0.04% 576
2024
Q2 		$350K Sell
3,569
-961
-21% -$76.5K 0.04% 652
2024
Q1 		$360K Sell
4,530
-11,419
-72% -$863K 0.04% 466
2023
Q4 		$1.21M Buy
15,949
+11,987
+303% +$903K 0.13% 188
2023
Q3 		$306K Sell
3,962
-1,436
-27% -$105K 0.04% 685
2023
Q2 		$313K Buy
5,398
+711
+15% +$43.8K 0.04% 713
2023
Q1 		$272K Sell
4,687
-331
-7% -$18.2K 0.03% 718
2022
Q4 		$235K Buy
5,018
+986
+24% +$53.2K 0.03% 632
2022
Q3 		$208K Buy
4,032
+426
+12% +$26.3K 0.03% 402
2022
Q2 		$212K Sell
3,606
-1,870
-34% -$94.6K 0.03% 562
2022
Q1 		$235K Buy
5,476
+719
+15% +$32.1K 0.03% 616
2021
Q4 		$244K Buy
4,757
+1,061
+29% +$64.6K 0.03% 747
2021
Q3 		$223K Buy
3,696
+792
+27% +$64.1K 0.03% 736
2021
Q2 		$244K Buy
2,904
+88
+3% +$7.66K 0.03% 566
2021
Q1 		$245K Sell
2,816
-222
-7% -$20.2K 0.04% 561
2020
Q4 		$248K Buy
+3,038
New +$266K 0.05% 534
2020
Q2 		– Sell
-4,762
Closed -$221K – 655
2020
Q1 		$221K Buy
+4,762
New +$244K 0.09% 353

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return