Mercer Global Advisors
OLO

Mercer Global Advisors’s Olo Inc OLO Stock Holding History

Mercer Global 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
2023
Q4 		– Sell
-40,635
Closed -$246K – 2065
2023
Q3 		$246K Buy
40,635
+100
+0.2% +$653 ﹤0.01% 1647
2023
Q2 		$262K Hold
40,535
– – ﹤0.01% 1588
2023
Q1 		$331K Hold
40,535
– – ﹤0.01% 1448
2022
Q4 		$253K Sell
40,535
-8,262
-17% -$62.3K ﹤0.01% 1586
2022
Q3 		$385K Sell
48,797
-11,131
-19% -$106K ﹤0.01% 1270
2022
Q2 		$592K Buy
+59,928
New +$653K ﹤0.01% 1064

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

Mercer Global Advisors's OLO Position: Q4 2023 in Review

Mercer Global Advisors sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 40,635 shares — an estimated $246K sold.

Mercer Global Advisors first reported a position in OLO in Q2 2022 and held it in 6 quarters. The position peaked at $592K in Q2 2022. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

  • Mercer Global Advisors reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 40,635 Olo Inc shares in Q4 2023, an estimated $246K.
  • Mercer Global Advisors first reported a position in Olo Inc in Q2 2022 and held it in 6 quarters.
  • Mercer Global Advisors's Olo Inc position peaked at $592K in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Mercer Global Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.