SFS
OLLI icon

Sowell Financial Services’s Ollie's Bargain Outlet OLLI Stock Holding History

Sowell Financial Services’s Portfolio OLLI Stock Details OLLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Hold
0
– – – 2025
2021
Q1 		– Sell
-33
Closed -$3K – 3250
2020
Q4 		$3K Hold
33
– – ﹤0.01% 2409
2020
Q3 		$3K Hold
33
– – ﹤0.01% 2149
2020
Q2 		$3K Hold
33
– – ﹤0.01% 2066
2020
Q1 		$2K Sell
33
-8
-20% -$410 ﹤0.01% 2098
2019
Q4 		$3K Buy
41
+8
+24% +$507 ﹤0.01% 2085
2019
Q3 		$2K Buy
+33
New +$2.48K ﹤0.01% 2108
2017
Q2 		– Sell
-18,642
Closed -$762K – 274
2017
Q1 		$762K Buy
18,642
+6,579
+55% +$207K 0.23% 100
2016
Q4 		$392K Buy
+12,063
New +$348K 0.13% 135

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return