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Next Financial Group’s Olin OLN Stock Holding History

Next Financial Group’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
2021
Q4 		$89K Buy
1,537
+827
+116% +$46.4K 0.01% 1222
2021
Q3 		$34K Sell
710
-6
-0.8% -$280 ﹤0.01% 1582
2021
Q2 		$33K Buy
+716
New +$32.2K ﹤0.01% 1565
2021
Q1 		– Sell
-162
Closed -$4K – 2610
2020
Q4 		$4K Sell
162
-265
-62% -$5.39K ﹤0.01% 2043
2020
Q3 		$5K Buy
+427
New +$4.94K ﹤0.01% 1854
2020
Q2 		– Sell
-244
Closed -$3K – 1477
2020
Q1 		$3K Sell
244
-14,953
-98% -$226K ﹤0.01% 1847
2019
Q4 		$263K Sell
15,197
-68,610
-82% -$1.23M 0.03% 590
2019
Q3 		$1.57M Sell
83,807
-20,310
-20% -$383K 0.17% 144
2019
Q2 		$2.28M Buy
104,117
+102,888
+8,372% +$2.29M 0.24% 94
2019
Q1 		$28K Buy
1,229
+308
+33% +$7.36K 0.01% 879
2018
Q4 		$19K Sell
921
-196
-18% -$4.18K ﹤0.01% 1114
2018
Q3 		$29K Buy
+1,117
New +$32.8K 0.01% 671
2017
Q4 		– Sell
-860
Closed -$31K – 1033
2017
Q3 		$31K Sell
860
-753
-47% -$23.5K 0.01% 851
2017
Q2 		$49K Buy
1,613
+308
+24% +$9.43K 0.01% 791
2017
Q1 		$42K Sell
1,305
-561
-30% -$16.8K 0.01% 786
2016
Q4 		$48K Buy
1,866
+1
+0.1% +$24 0.01% 988
2016
Q3 		$38K Buy
1,865
+560
+43% +$12.1K 0.01% 1068
2016
Q2 		$32K Hold
1,305
– – 0.01% 785
2016
Q1 		$22K Buy
1,305
+550
+73% +$8.51K 0.01% 902
2015
Q4 		$13K Buy
+755
New +$14.5K ﹤0.01% 1091
2014
Q4 		– Sell
-200
Closed -$5K – 2214
2014
Q3 		$5K Buy
+200
New +$5.32K ﹤0.01% 2062

Other funds holding OLN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Next Financial Group's OLN Position: Q4 2021 in Review

Next Financial Group increased its Olin (OLN) stake by 116% in Q4 2021, buying an estimated $46.4K and bringing the position to 1,537 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #1222.

Next Financial Group first reported a position in OLN in Q3 2014 and has held it in 21 quarters since. The position peaked at $2.28M in Q2 2019. 462 funds tracked by Wall St. Rank hold OLN as of Q4 2021.

  • Next Financial Group held 1,537 shares of Olin worth $89K as of Q4 2021.
  • Next Financial Group bought 827 Olin shares in Q4 2021, an estimated $46.4K.
  • Olin made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1222 holding.
  • Next Financial Group first reported a position in Olin in Q3 2014 and has held it in 21 quarters since.
  • Next Financial Group's Olin position peaked at $2.28M in Q2 2019.
  • 462 funds tracked by Wall St. Rank held Olin as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.