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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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return