Jefferies Group’s Olo Inc OLO Stock Holding History

Jefferies Group’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
2021 Q4	–	Sell	-150,000	Closed	-$4.5M	–	1900
2021 Q3	$4.5M	Buy	+150,000	New	+$5.36M	0.03%	471

Other funds holding OLO

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Jefferies Group's OLO Position: Q4 2021 in Review

Jefferies Group sold out of Olo Inc (OLO) in Q4 2021, closing a stake of 20,000 shares — an estimated $601K sold.

Jefferies Group first reported a position in OLO in Q3 2021 and held it in 1 quarter. The position peaked at $601K in Q3 2021. 150 funds tracked by Wall St. Rank hold OLO as of Q4 2021.

Jefferies Group reported no remaining Olo Inc position as of Q4 2021 after selling out during the quarter.
Jefferies Group sold 20,000 Olo Inc shares in Q4 2021, an estimated $601K.
Jefferies Group first reported a position in Olo Inc in Q3 2021 and held it in 1 quarter.
Jefferies Group's Olo Inc position peaked at $601K in Q3 2021.
150 funds tracked by Wall St. Rank held Olo Inc as of Q4 2021.

Based on Jefferies Group's 13F filing for Q4 2021, filed 14 Feb 2022.