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LGT Financial Advisors’s Ollie's Bargain Outlet OLLI Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-29
Closed -$3.18K – 601
2024
Q4 		$3.18K Hold
29
– – 0.01% 623
2024
Q3 		$2.82K Hold
29
– – 0.01% 636
2024
Q2 		$2.85K Buy
+29
New +$2.31K 0.01% 688

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LGT Financial Advisors's OLLI Position: Q1 2025 in Review

LGT Financial Advisors sold out of Ollie's Bargain Outlet (OLLI) in Q1 2025, closing a stake of 29 shares — an estimated $3.18K sold.

LGT Financial Advisors first reported a position in OLLI in Q2 2024 and held it in 3 quarters. The position peaked at $3.18K in Q4 2024. 453 funds tracked by Wall St. Rank hold OLLI as of Q1 2025.

  • LGT Financial Advisors reported no remaining Ollie's Bargain Outlet position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 29 Ollie's Bargain Outlet shares in Q1 2025, an estimated $3.18K.
  • LGT Financial Advisors first reported a position in Ollie's Bargain Outlet in Q2 2024 and held it in 3 quarters.
  • LGT Financial Advisors's Ollie's Bargain Outlet position peaked at $3.18K in Q4 2024.
  • 453 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.