Lido Advisors’s Olo Inc OLO Stock Holding History

Lido Advisors’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
2021 Q3	–	Sell	-39,351	Closed	-$1.47M	–	1001
2021 Q2	$1.47M	Buy	+39,351	New	+$1.25M	0.02%	309

Other funds holding OLO

Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return

BMC

Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lido Advisors's OLO Position: Q3 2021 in Review

Lido Advisors sold out of Olo Inc (OLO) in Q3 2021, closing a stake of 39,351 shares — an estimated $1.47M sold.

Lido Advisors first reported a position in OLO in Q2 2021 and held it in 1 quarter. The position peaked at $1.47M in Q2 2021. 132 funds tracked by Wall St. Rank hold OLO as of Q3 2021.

Lido Advisors reported no remaining Olo Inc position as of Q3 2021 after selling out during the quarter.
Lido Advisors sold 39,351 Olo Inc shares in Q3 2021, an estimated $1.47M.
Lido Advisors first reported a position in Olo Inc in Q2 2021 and held it in 1 quarter.
Lido Advisors's Olo Inc position peaked at $1.47M in Q2 2021.
132 funds tracked by Wall St. Rank held Olo Inc as of Q3 2021.

Based on Lido Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.