PAIM
OLO

Punch & Associates Investment Management’s Olo Inc OLO Stock Holding History

Punch & Associates Investment Management’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-27,800
Closed -$168K – 236
2023
Q3 		$168K Sell
27,800
-16,230
-37% -$106K 0.01% 205
2023
Q2 		$284K Buy
44,030
+32,079
+268% +$231K 0.02% 190
2023
Q1 		$97.5K Buy
+11,951
New +$92K 0.01% 211

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Punch & Associates Investment Management's OLO Position: Q4 2023 in Review

Punch & Associates Investment Management sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 27,800 shares — an estimated $168K sold.

Punch & Associates Investment Management first reported a position in OLO in Q1 2023 and held it in 3 quarters. The position peaked at $284K in Q2 2023. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

  • Punch & Associates Investment Management reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
  • Punch & Associates Investment Management sold 27,800 Olo Inc shares in Q4 2023, an estimated $168K.
  • Punch & Associates Investment Management first reported a position in Olo Inc in Q1 2023 and held it in 3 quarters.
  • Punch & Associates Investment Management's Olo Inc position peaked at $284K in Q2 2023.
  • 184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Punch & Associates Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.