SBH
OLO

Segall Bryant & Hamill’s Olo Inc OLO Stock Holding History

Segall Bryant & Hamill’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
2022
Q4 		– Sell
-319,374
Closed -$2.52M – 727
2022
Q3 		$2.52M Buy
319,374
+6,360
+2% +$60.8K 0.03% 403
2022
Q2 		$3.09M Buy
313,014
+93,167
+42% +$1.01M 0.03% 382
2022
Q1 		$2.91M Buy
219,847
+518
+0.2% +$8.02K 0.03% 399
2021
Q4 		$4.56M Buy
+219,329
New +$5.71M 0.04% 331

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Segall Bryant & Hamill's OLO Position: Q4 2022 in Review

Segall Bryant & Hamill sold out of Olo Inc (OLO) in Q4 2022, closing a stake of 319,374 shares — an estimated $2.52M sold.

Segall Bryant & Hamill first reported a position in OLO in Q4 2021 and held it in 4 quarters. The position peaked at $4.56M in Q4 2021. 177 funds tracked by Wall St. Rank hold OLO as of Q4 2022.

  • Segall Bryant & Hamill reported no remaining Olo Inc position as of Q4 2022 after selling out during the quarter.
  • Segall Bryant & Hamill sold 319,374 Olo Inc shares in Q4 2022, an estimated $2.52M.
  • Segall Bryant & Hamill first reported a position in Olo Inc in Q4 2021 and held it in 4 quarters.
  • Segall Bryant & Hamill's Olo Inc position peaked at $4.56M in Q4 2021.
  • 177 funds tracked by Wall St. Rank held Olo Inc as of Q4 2022.

Based on Segall Bryant & Hamill's 13F filing for Q4 2022, filed 14 Feb 2023.