Kovitz Investment Group Partners
OLO

Kovitz Investment Group Partners’s Olo Inc OLO Stock Holding History

Kovitz Investment Group Partners’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
2024
Q2 		– Sell
-23,844
Closed -$131K – 827
2024
Q1 		$131K Buy
+23,844
New +$130K ﹤0.01% 644

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Kovitz Investment Group Partners's OLO Position: Q2 2024 in Review

Kovitz Investment Group Partners sold out of Olo Inc (OLO) in Q2 2024, closing a stake of 23,844 shares — an estimated $131K sold.

Kovitz Investment Group Partners first reported a position in OLO in Q1 2024 and held it in 1 quarter. The position peaked at $131K in Q1 2024. 192 funds tracked by Wall St. Rank hold OLO as of Q2 2024.

  • Kovitz Investment Group Partners reported no remaining Olo Inc position as of Q2 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 23,844 Olo Inc shares in Q2 2024, an estimated $131K.
  • Kovitz Investment Group Partners first reported a position in Olo Inc in Q1 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Olo Inc position peaked at $131K in Q1 2024.
  • 192 funds tracked by Wall St. Rank held Olo Inc as of Q2 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2024, filed 14 Aug 2024.