Stifel Financial
OLO

Stifel Financial’s Olo Inc OLO Stock Holding History

Stifel Financial’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
2024
Q3 		– Sell
-139,073
Closed -$615K – 3433
2024
Q2 		$615K Sell
139,073
-391
-0.3% -$1.85K ﹤0.01% 2490
2024
Q1 		$766K Buy
139,464
+20,384
+17% +$111K ﹤0.01% 2355
2023
Q4 		$681K Sell
119,080
-27,721
-19% -$152K ﹤0.01% 2397
2023
Q3 		$890K Sell
146,801
-1,807
-1% -$11.8K ﹤0.01% 2114
2023
Q2 		$960K Buy
148,608
+2,968
+2% +$21.4K ﹤0.01% 2104
2023
Q1 		$1.19M Buy
145,640
+18,896
+15% +$145K ﹤0.01% 1936
2022
Q4 		$792K Buy
126,744
+105,245
+490% +$794K ﹤0.01% 2173
2022
Q3 		$170K Sell
21,499
-1,204
-5% -$11.5K ﹤0.01% 2996
2022
Q2 		$224K Sell
22,703
-519
-2% -$5.65K ﹤0.01% 2924
2022
Q1 		$308K Sell
23,222
-4,154
-15% -$64.3K ﹤0.01% 2869
2021
Q4 		$570K Sell
27,376
-892
-3% -$23.2K ﹤0.01% 2522
2021
Q3 		$849K Sell
28,268
-581
-2% -$20.7K ﹤0.01% 2225
2021
Q2 		$1.08M Sell
28,849
-959
-3% -$30.4K ﹤0.01% 2039
2021
Q1 		$787K Buy
+29,808
New +$896K ﹤0.01% 2158

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stifel Financial's OLO Position: Q3 2024 in Review

Stifel Financial sold out of Olo Inc (OLO) in Q3 2024, closing a stake of 139,073 shares — an estimated $615K sold.

Stifel Financial first reported a position in OLO in Q1 2021 and held it in 14 quarters. The position peaked at $1.19M in Q1 2023. 185 funds tracked by Wall St. Rank hold OLO as of Q3 2024.

  • Stifel Financial reported no remaining Olo Inc position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 139,073 Olo Inc shares in Q3 2024, an estimated $615K.
  • Stifel Financial first reported a position in Olo Inc in Q1 2021 and held it in 14 quarters.
  • Stifel Financial's Olo Inc position peaked at $1.19M in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Olo Inc as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.