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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OLLI Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q1 2022, closing a stake of 4,504 shares — an estimated $231K sold.

JP Morgan Private Wealth Advisors first reported a position in OLLI in Q1 2020 and held it in 8 quarters. The position peaked at $442K in Q2 2021. 290 funds tracked by Wall St. Rank hold OLLI as of Q1 2022.

JP Morgan Private Wealth Advisors reported no remaining Ollie's Bargain Outlet position as of Q1 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 4,504 Ollie's Bargain Outlet shares in Q1 2022, an estimated $231K.
JP Morgan Private Wealth Advisors first reported a position in Ollie's Bargain Outlet in Q1 2020 and held it in 8 quarters.
JP Morgan Private Wealth Advisors's Ollie's Bargain Outlet position peaked at $442K in Q2 2021.
290 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.