Lloyd Advisory Services’s Olo Inc OLO Stock Holding History

Lloyd Advisory Services’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
2023 Q4	–	Sell	-37,167	Closed	-$225K	–	278
2023 Q3	$225K	Buy	+37,167	New	+$243K	0.07%	222

Other funds holding OLO

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

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

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

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

Lloyd Advisory Services's OLO Position: Q4 2023 in Review

Lloyd Advisory Services sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 37,167 shares — an estimated $225K sold.

Lloyd Advisory Services first reported a position in OLO in Q3 2023 and held it in 1 quarter. The position peaked at $225K in Q3 2023. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

Lloyd Advisory Services reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
Lloyd Advisory Services sold 37,167 Olo Inc shares in Q4 2023, an estimated $225K.
Lloyd Advisory Services first reported a position in Olo Inc in Q3 2023 and held it in 1 quarter.
Lloyd Advisory Services's Olo Inc position peaked at $225K in Q3 2023.
184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Lloyd Advisory Services's 13F filing for Q4 2023, filed 13 Feb 2024.