Lord, Abbett & Co
OLO

Lord, Abbett & Co’s Olo Inc OLO Stock Holding History

Lord, Abbett & Co’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
-577,304
Closed -$3.5M – 566
2023
Q3 		$3.5M Buy
+577,304
New +$3.77M 0.01% 499
2022
Q3 		– Sell
-826,382
Closed -$8.16M – 602
2022
Q2 		$8.16M Buy
826,382
+266,453
+48% +$2.9M 0.03% 435
2022
Q1 		$7.42M Buy
+559,929
New +$8.66M 0.02% 506
2021
Q4 		– Sell
-773,061
Closed -$23.2M – 665
2021
Q3 		$23.2M Buy
773,061
+523,555
+210% +$18.7M 0.06% 398
2021
Q2 		$9.33M Sell
249,506
-268,629
-52% -$8.53M 0.02% 541
2021
Q1 		$13.7M Buy
+518,135
New +$15.6M 0.03% 473

Other funds holding OLO

RC
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lord, Abbett & Co's OLO Position: Q4 2023 in Review

Lord, Abbett & Co sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 577,304 shares — an estimated $3.5M sold.

Lord, Abbett & Co first reported a position in OLO in Q1 2021 and held it in 6 quarters. The position peaked at $23.2M in Q3 2021. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

  • Lord, Abbett & Co reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
  • Lord, Abbett & Co sold 577,304 Olo Inc shares in Q4 2023, an estimated $3.5M.
  • Lord, Abbett & Co first reported a position in Olo Inc in Q1 2021 and held it in 6 quarters.
  • Lord, Abbett & Co's Olo Inc position peaked at $23.2M in Q3 2021.
  • 184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Lord, Abbett & Co's 13F filing for Q4 2023, filed 12 Feb 2024.