SAM
OLO

Shell Asset Management’s Olo Inc OLO Stock Holding History

Shell Asset 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
2025
Q1 		– Sell
-23,857
Closed -$183K – 1273
2024
Q4 		$183K Hold
23,857
– – 0.01% 872
2024
Q3 		$118K Buy
+23,857
New +$118K 0.01% 1007
2024
Q1 		$17K Sell
3,916
-225
-5% -$1.23K ﹤0.01% 1237
2023
Q4 		$24K Sell
4,141
-1,244
-23% -$6.84K ﹤0.01% 1229
2023
Q3 		$33K Sell
5,385
-13
-0.2% -$85 ﹤0.01% 1224
2023
Q2 		$35K Sell
5,398
-34
-0.6% -$245 ﹤0.01% 1241
2023
Q1 		$44K Sell
5,432
-18
-0.3% -$139 ﹤0.01% 1197
2022
Q4 		$34K Sell
5,450
-217
-4% -$1.64K ﹤0.01% 1300
2022
Q3 		$45K Sell
5,667
-713
-11% -$6.82K ﹤0.01% 1336
2022
Q2 		$63K Buy
6,380
+86
+1% +$936 ﹤0.01% 1339
2022
Q1 		$83K Sell
6,294
-951
-13% -$14.7K ﹤0.01% 1313
2021
Q4 		$151K Buy
+7,245
New +$188K ﹤0.01% 1271

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Shell Asset Management's OLO Position: Q1 2025 in Review

Shell Asset Management sold out of Olo Inc (OLO) in Q1 2025, closing a stake of 23,857 shares — an estimated $183K sold.

Shell Asset Management first reported a position in OLO in Q4 2021 and held it in 12 quarters. The position peaked at $183K in Q4 2024. 204 funds tracked by Wall St. Rank hold OLO as of Q1 2025.

  • Shell Asset Management reported no remaining Olo Inc position as of Q1 2025 after selling out during the quarter.
  • Shell Asset Management sold 23,857 Olo Inc shares in Q1 2025, an estimated $183K.
  • Shell Asset Management first reported a position in Olo Inc in Q4 2021 and held it in 12 quarters.
  • Shell Asset Management's Olo Inc position peaked at $183K in Q4 2024.
  • 204 funds tracked by Wall St. Rank held Olo Inc as of Q1 2025.

Based on Shell Asset Management's 13F filing for Q1 2025, filed 14 May 2025.