Rockefeller Capital Management
OLO

Rockefeller Capital Management’s Olo Inc OLO Stock Holding History

Rockefeller Capital 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
Q1 		– Sell
-780
Closed -$4K – 3275
2022
Q4 		$4K Hold
780
– – ﹤0.01% 3390
2022
Q3 		$6K Hold
780
– – ﹤0.01% 3290
2022
Q2 		$7K Buy
780
+667
+590% +$7.26K ﹤0.01% 3313
2022
Q1 		$1K Buy
+113
New +$1.75K ﹤0.01% 3757
2021
Q4 		– Sell
-140
Closed -$4K – 3928
2021
Q3 		$4K Buy
+140
New +$5K ﹤0.01% 3252

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
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 $5.72T AUM 30.48% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockefeller Capital Management's OLO Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Olo Inc (OLO) in Q1 2023, closing a stake of 780 shares — an estimated $4K sold.

Rockefeller Capital Management first reported a position in OLO in Q3 2021 and held it in 5 quarters. The position peaked at $7K in Q2 2022. 181 funds tracked by Wall St. Rank hold OLO as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Olo Inc position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 780 Olo Inc shares in Q1 2023, an estimated $4K.
  • Rockefeller Capital Management first reported a position in Olo Inc in Q3 2021 and held it in 5 quarters.
  • Rockefeller Capital Management's Olo Inc position peaked at $7K in Q2 2022.
  • 181 funds tracked by Wall St. Rank held Olo Inc as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.