Kula Investments’s Ollie's Bargain Outlet OLLI Stock Holding History

Kula Investments’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
2023 Q1	$1M	Buy	+17,310	New	+$952K	0.25%	125

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kula Investments's OLLI Position: Q1 2023 in Review

Kula Investments opened a new position in Ollie's Bargain Outlet (OLLI) in Q1 2023: 17,310 shares worth $1M. The stake represents 0.25% of the portfolio and ranks #125 among its holdings.

327 funds tracked by Wall St. Rank hold OLLI as of Q1 2023.

Kula Investments held 17,310 shares of Ollie's Bargain Outlet worth $1M as of Q1 2023.
Ollie's Bargain Outlet was a new Kula Investments position in Q1 2023.
Ollie's Bargain Outlet made up 0.25% of Kula Investments's portfolio in Q1 2023, its #125 holding.
327 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.