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JP Morgan Private Wealth Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

JP Morgan Private Wealth Advisors’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
2022
Q1 		– Sell
-4,504
Closed -$231K – 2057
2021
Q4 		$231K Sell
4,504
-829
-16% -$50.5K ﹤0.01% 1855
2021
Q3 		$321K Buy
5,333
+81
+2% +$6.55K ﹤0.01% 1669
2021
Q2 		$442K Buy
5,252
+926
+21% +$80.6K ﹤0.01% 1527
2021
Q1 		$376K Sell
4,326
-1,021
-19% -$92.9K ﹤0.01% 1433
2020
Q4 		$437K Buy
5,347
+438
+9% +$38.3K ﹤0.01% 1339
2020
Q3 		$429K Buy
4,909
+399
+9% +$39K ﹤0.01% 1218
2020
Q2 		$440K Sell
4,510
-2,347
-34% -$180K ﹤0.01% 1156
2020
Q1 		$318K Buy
+6,857
New +$352K ﹤0.01% 1109

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return