J. Goldman & Co’s Ollie's Bargain Outlet OLLI Stock Holding History

J. Goldman & Co’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 Q1	–	Sell	-15,000	Closed	-$1.65M	–	586
2024 Q4	$1.65M	Buy	+15,000	New	+$1.49M	0.04%	290
2019 Q3	–	Sell	-15,000	Closed	-$1.31M	–	338
2019 Q2	$1.31M	Sell	15,000 -85,000	-85%	-$8.02M	0.09%	180
2019 Q1	$8.53M	Buy	+100,000	New	+$8.06M	0.48%	58
2018 Q2	–	Sell	-117,500	Closed	-$7.08M	–	432
2018 Q1	$7.08M	Buy	+117,500	New	+$6.69M	0.3%	90

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

J. Goldman & Co's OLLI Position: Q4 2024 in Review

J. Goldman & Co sold out of Ollie's Bargain Outlet (OLLI) in Q4 2024, closing a stake of 5,830 shares — an estimated $580K sold.

J. Goldman & Co first reported a position in OLLI in Q3 2015 and held it in 11 quarters. The position peaked at $32.8M in Q1 2022. 470 funds tracked by Wall St. Rank hold OLLI as of Q4 2024.

J. Goldman & Co reported no remaining Ollie's Bargain Outlet position as of Q4 2024 after selling out during the quarter.
J. Goldman & Co sold 5,830 Ollie's Bargain Outlet shares in Q4 2024, an estimated $580K.
J. Goldman & Co first reported a position in Ollie's Bargain Outlet in Q3 2015 and held it in 11 quarters.
J. Goldman & Co's Ollie's Bargain Outlet position peaked at $32.8M in Q1 2022.
470 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.