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Marcum Wealth’s Olin OLN Stock Holding History

Marcum Wealth’s Portfolio OLN Stock Details OLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,960
Closed -$233K – 405
2024
Q1 		$233K Sell
3,960
-25
-0.6% -$1.34K 0.02% 312
2023
Q4 		$215K Buy
+3,985
New +$191K 0.02% 323
2023
Q3 		– Sell
-4,493
Closed -$231K – 390
2023
Q2 		$231K Sell
4,493
-5
-0.1% -$266 0.03% 301
2023
Q1 		$250K Sell
4,498
-5
-0.1% -$286 0.03% 285
2022
Q4 		$238K Buy
+4,503
New +$239K 0.03% 281
2022
Q3 		– Sell
-4,663
Closed -$216K – 391
2022
Q2 		$216K Sell
4,663
-276
-6% -$15.9K 0.03% 291
2022
Q1 		$258K Buy
4,939
+25
+0.5% +$1.28K 0.04% 271
2021
Q4 		$283K Buy
4,914
+643
+15% +$36.1K 0.04% 267
2021
Q3 		$206K Buy
+4,271
New +$199K 0.03% 303

Other funds holding OLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Marcum Wealth's OLN Position: Q2 2024 in Review

Marcum Wealth sold out of Olin (OLN) in Q2 2024, closing a stake of 3,960 shares — an estimated $233K sold.

Marcum Wealth first reported a position in OLN in Q3 2021 and held it in 9 quarters. The position peaked at $283K in Q4 2021. 445 funds tracked by Wall St. Rank hold OLN as of Q2 2024.

  • Marcum Wealth reported no remaining Olin position as of Q2 2024 after selling out during the quarter.
  • Marcum Wealth sold 3,960 Olin shares in Q2 2024, an estimated $233K.
  • Marcum Wealth first reported a position in Olin in Q3 2021 and held it in 9 quarters.
  • Marcum Wealth's Olin position peaked at $283K in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Olin as of Q2 2024.

Based on Marcum Wealth's 13F filing for Q2 2024, filed 2 Jul 2024.