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Janiczek Wealth Management’s Ollie's Bargain Outlet OLLI Stock Holding History

Janiczek Wealth Management’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
2024
Q2 		$25.5K Buy
260
+18
+7% +$1.43K 0.01% 516
2024
Q1 		$19.3K Hold
242
– – ﹤0.01% 576
2023
Q4 		$18.4K Buy
242
+30
+14% +$2.26K ﹤0.01% 558
2023
Q3 		$16.4K Hold
212
– – ﹤0.01% 549
2023
Q2 		$12.3K Hold
212
– – ﹤0.01% 539
2023
Q1 		$12.2K Hold
212
– – ﹤0.01% 535
2022
Q4 		$11K Hold
212
– – ﹤0.01% 543
2022
Q3 		$11K Hold
212
– – ﹤0.01% 536
2022
Q2 		$12K Hold
212
– – ﹤0.01% 547
2022
Q1 		$9K Buy
212
+91
+75% +$4.06K ﹤0.01% 590
2021
Q4 		$6K Buy
121
+70
+137% +$4.26K ﹤0.01% 679
2021
Q3 		$3K Sell
51
-28
-35% -$2.27K ﹤0.01% 770
2021
Q2 		$7K Buy
79
+45
+132% +$3.92K ﹤0.01% 616
2021
Q1 		$3K Sell
34
-12
-26% -$1.09K ﹤0.01% 709
2020
Q4 		$4K Buy
46
+5
+12% +$437 ﹤0.01% 629
2020
Q3 		$4K Buy
+41
New +$4.01K ﹤0.01% 396

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 $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Janiczek Wealth Management's OLLI Position: Q2 2024 in Review

Janiczek Wealth Management increased its Ollie's Bargain Outlet (OLLI) stake by 7.4% in Q2 2024, buying an estimated $1.43K and bringing the position to 260 shares worth $25.5K. The position accounts for 0.01% of the portfolio, ranked #516.

Janiczek Wealth Management first reported a position in OLLI in Q3 2020 and has held it in 16 quarters since. 414 funds tracked by Wall St. Rank hold OLLI as of Q2 2024.

  • Janiczek Wealth Management held 260 shares of Ollie's Bargain Outlet worth $25.5K as of Q2 2024.
  • Janiczek Wealth Management bought 18 Ollie's Bargain Outlet shares in Q2 2024, an estimated $1.43K.
  • Ollie's Bargain Outlet made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #516 holding.
  • Janiczek Wealth Management first reported a position in Ollie's Bargain Outlet in Q3 2020 and has held it in 16 quarters since.
  • 414 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.