MWNA
OLO

Marshall Wace North America’s Olo Inc OLO Stock Holding History

Marshall Wace North America’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 		$3.69M Buy
122,782
+73,179
+148% +$2.61M 0.02% 582
2021
Q2 		$1.85M Sell
49,603
-38,890
-44% -$1.23M 0.01% 835
2021
Q1 		$2.33M Buy
+88,493
New +$2.66M 0.01% 779

Other funds holding OLO

RC
Raine Capital New York $13.5M AUM 20.98% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Marshall Wace North America's OLO Position: Q3 2021 in Review

Marshall Wace North America increased its Olo Inc (OLO) stake by 148% in Q3 2021, buying an estimated $2.61M and bringing the position to 122,782 shares worth $3.69M. The position accounts for 0.02% of the portfolio, ranked #582.

Marshall Wace North America first reported a position in OLO in Q1 2021 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold OLO as of Q3 2021.

  • Marshall Wace North America held 122,782 shares of Olo Inc worth $3.69M as of Q3 2021.
  • Marshall Wace North America bought 73,179 Olo Inc shares in Q3 2021, an estimated $2.61M.
  • Olo Inc made up 0.02% of Marshall Wace North America's portfolio in Q3 2021, its #582 holding.
  • Marshall Wace North America first reported a position in Olo Inc in Q1 2021 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Olo Inc as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.