Shelton Wealth Management’s Olin OLN Stock Holding History

Shelton Wealth Management’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	-4,221	Closed	-$211K	–	110
2023 Q3	$211K	Hold	4,221	–	–	0.17%	63
2023 Q2	$217K	Buy	4,221 +466	+12%	+$24.8K	0.17%	65
2023 Q1	$208K	Sell	3,755 -382	-9%	-$21.9K	0.17%	61
2022 Q4	$219K	Buy	+4,137	New	+$220K	0.17%	60
2022 Q3	–	Sell	-4,388	Closed	-$203K	–	62
2022 Q2	$203K	Sell	4,388 -121	-3%	-$6.99K	0.17%	61
2022 Q1	$236K	Buy	4,509 +25	+0.6%	+$1.28K	0.19%	61
2021 Q4	$258K	Buy	+4,484	New	+$251K	0.2%	58

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

Shelton Wealth Management's OLN Position: Q4 2023 in Review

Shelton Wealth Management sold out of Olin (OLN) in Q4 2023, closing a stake of 4,221 shares — an estimated $211K sold.

Shelton Wealth Management first reported a position in OLN in Q4 2021 and held it in 7 quarters. The position peaked at $258K in Q4 2021. 426 funds tracked by Wall St. Rank hold OLN as of Q4 2023.

Shelton Wealth Management reported no remaining Olin position as of Q4 2023 after selling out during the quarter.
Shelton Wealth Management sold 4,221 Olin shares in Q4 2023, an estimated $211K.
Shelton Wealth Management first reported a position in Olin in Q4 2021 and held it in 7 quarters.
Shelton Wealth Management's Olin position peaked at $258K in Q4 2021.
426 funds tracked by Wall St. Rank held Olin as of Q4 2023.

Based on Shelton Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.