Private Ocean’s Olin OLN Stock Holding History

Private Ocean’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
2023 Q4	–	Sell	-150	Closed	-$7.5K	–	538
2023 Q3	$7.5K	Buy	+150	New	+$8.1K	﹤0.01%	378
2017 Q1	–	Sell	-32	Closed	-$1K	–	175
2016 Q4	$1K	Buy	+32	New	+$759	﹤0.01%	182

Other funds holding OLN

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Private Ocean's OLN Position: Q4 2023 in Review

Private Ocean sold out of Olin (OLN) in Q4 2023, closing a stake of 150 shares — an estimated $7.5K sold.

Private Ocean first reported a position in OLN in Q4 2016 and held it in 2 quarters. The position peaked at $7.5K in Q3 2023. 426 funds tracked by Wall St. Rank hold OLN as of Q4 2023.

Private Ocean reported no remaining Olin position as of Q4 2023 after selling out during the quarter.
Private Ocean sold 150 Olin shares in Q4 2023, an estimated $7.5K.
Private Ocean first reported a position in Olin in Q4 2016 and held it in 2 quarters.
Private Ocean's Olin position peaked at $7.5K in Q3 2023.
426 funds tracked by Wall St. Rank held Olin as of Q4 2023.

Based on Private Ocean's 13F filing for Q4 2023, filed 23 Jan 2024.