Kelly Financial Services’s Ollie's Bargain Outlet OLLI Stock Holding History

Kelly Financial Services’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 Q3	–	Sell	-11	Closed	-$1.08K	–	548
2024 Q2	$1.08K	Hold	11	–	–	﹤0.01%	646
2024 Q1	$875	Hold	11	–	–	﹤0.01%	688
2023 Q4	$835	Hold	11	–	–	﹤0.01%	668
2023 Q3	$849	Hold	11	–	–	﹤0.01%	641
2023 Q2	$637	Hold	11	–	–	﹤0.01%	640
2023 Q1	$637	Hold	11	–	–	﹤0.01%	617
2022 Q4	$515	Hold	11	–	–	﹤0.01%	604
2022 Q3	$568	Hold	11	–	–	﹤0.01%	601
2022 Q2	$646	Hold	11	–	–	﹤0.01%	591
2022 Q1	$473	Hold	11	–	–	﹤0.01%	614
2021 Q4	$563	Hold	11	–	–	﹤0.01%	619
2021 Q3	$663	Hold	11	–	–	﹤0.01%	584
2021 Q2	$925	Hold	11	–	–	﹤0.01%	560
2021 Q1	$957	Hold	11	–	–	﹤0.01%	552
2020 Q4	$899	Hold	11	–	–	﹤0.01%	523
2020 Q3	$961	Hold	11	–	–	﹤0.01%	493
2020 Q2	$1.07K	Buy	+11	New	+$846	﹤0.01%	493

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kelly Financial Services's OLLI Position: Q3 2024 in Review

Kelly Financial Services sold out of Ollie's Bargain Outlet (OLLI) in Q3 2024, closing a stake of 11 shares — an estimated $1.08K sold.

Kelly Financial Services first reported a position in OLLI in Q2 2020 and held it in 17 quarters. The position peaked at $1.08K in Q2 2024. 414 funds tracked by Wall St. Rank hold OLLI as of Q3 2024.

Kelly Financial Services reported no remaining Ollie's Bargain Outlet position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 11 Ollie's Bargain Outlet shares in Q3 2024, an estimated $1.08K.
Kelly Financial Services first reported a position in Ollie's Bargain Outlet in Q2 2020 and held it in 17 quarters.
Kelly Financial Services's Ollie's Bargain Outlet position peaked at $1.08K in Q2 2024.
414 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.