TC
OLO

Telemus Capital’s Olo Inc OLO Stock Holding History

Telemus Capital’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
2023
Q4 		$136K Hold
23,844
– – 0.01% 318
2023
Q3 		$144K Hold
23,844
– – 0.01% 298
2023
Q2 		$154K Hold
23,844
– – 0.01% 311
2023
Q1 		$195K Hold
23,844
– – 0.02% 314
2022
Q4 		$161K Sell
23,844
-7,526
-24% -$56.8K 0.01% 320
2022
Q3 		$248K Hold
31,370
– – 0.03% 278
2022
Q2 		$310K Buy
+31,370
New +$342K 0.03% 277

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Telemus Capital's OLO Position: Q4 2023 in Review

Telemus Capital held its Olo Inc (OLO) position steady in Q4 2023 at 23,844 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #318.

Telemus Capital first reported a position in OLO in Q2 2022 and has held it in 7 quarters since. The position peaked at $310K in Q2 2022. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

  • Telemus Capital held 23,844 shares of Olo Inc worth $136K as of Q4 2023.
  • Telemus Capital left its Olo Inc share count unchanged in Q4 2023.
  • Olo Inc made up 0.01% of Telemus Capital's portfolio in Q4 2023, its #318 holding.
  • Telemus Capital first reported a position in Olo Inc in Q2 2022 and has held it in 7 quarters since.
  • Telemus Capital's Olo Inc position peaked at $310K in Q2 2022.
  • 184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.