Moody Aldrich Partners’s Ollie's Bargain Outlet OLLI Stock Holding History

Moody Aldrich Partners’s Portfolio OLLI Stock Details OLLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-56,489	Closed	-$3.4M	–	171
2021 Q3	$3.4M	Sell	56,489 -57,568	-50%	-$4.66M	0.43%	82
2021 Q2	$9.6M	Buy	+114,057	New	+$9.92M	1.35%	20
2020 Q2	–	Sell	-72,188	Closed	-$3.35M	–	183
2020 Q1	$3.35M	Sell	72,188 -9	-0%	-$462	1.01%	41
2019 Q4	$4.71M	Buy	72,197 +671	+0.9%	+$42.5K	0.97%	34
2019 Q3	$4.19M	Buy	+71,526	New	+$5.36M	1.12%	34
2018 Q4	–	Sell	-35,351	Closed	-$3.4M	–	107
2018 Q3	$3.4M	Buy	35,351 +14,768	+72%	+$1.18M	0.98%	47
2018 Q2	$1.49M	Buy	+20,583	New	+$1.39M	0.53%	78

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Moody Aldrich Partners's OLLI Position: Q4 2021 in Review

Moody Aldrich Partners sold out of Ollie's Bargain Outlet (OLLI) in Q4 2021, closing a stake of 56,489 shares — an estimated $3.4M sold.

Moody Aldrich Partners first reported a position in OLLI in Q2 2018 and held it in 7 quarters. The position peaked at $9.6M in Q2 2021. 321 funds tracked by Wall St. Rank hold OLLI as of Q4 2021.

Moody Aldrich Partners reported no remaining Ollie's Bargain Outlet position as of Q4 2021 after selling out during the quarter.
Moody Aldrich Partners sold 56,489 Ollie's Bargain Outlet shares in Q4 2021, an estimated $3.4M.
Moody Aldrich Partners first reported a position in Ollie's Bargain Outlet in Q2 2018 and held it in 7 quarters.
Moody Aldrich Partners's Ollie's Bargain Outlet position peaked at $9.6M in Q2 2021.
321 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q4 2021.

Based on Moody Aldrich Partners's 13F filing for Q4 2021, filed 2 Feb 2022.