Olympiad Research’s i3 Verticals IIIV Stock Holding History

Olympiad Research’s Portfolio IIIV Stock Details IIIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,591	Closed	-$203K	–	418
2023 Q4	$203K	Buy	+9,591	New	+$192K	0.16%	278

Other funds holding IIIV

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return

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

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Olympiad Research's IIIV Position: Q1 2024 in Review

Olympiad Research sold out of i3 Verticals (IIIV) in Q1 2024, closing a stake of 9,591 shares — an estimated $203K sold.

Olympiad Research first reported a position in IIIV in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 135 funds tracked by Wall St. Rank hold IIIV as of Q1 2024.

Olympiad Research reported no remaining i3 Verticals position as of Q1 2024 after selling out during the quarter.
Olympiad Research sold 9,591 i3 Verticals shares in Q1 2024, an estimated $203K.
Olympiad Research first reported a position in i3 Verticals in Q4 2023 and held it in 1 quarter.
Olympiad Research's i3 Verticals position peaked at $203K in Q4 2023.
135 funds tracked by Wall St. Rank held i3 Verticals as of Q1 2024.

Based on Olympiad Research's 13F filing for Q1 2024, filed 13 May 2024.