TCM
OLO

Triumph Capital Management’s Olo Inc OLO Stock Holding History

Triumph Capital 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
2022
Q4 		– Sell
-25,070
Closed -$198K – 237
2022
Q3 		$198K Buy
+25,070
New +$240K 0.11% 182

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return

Triumph Capital Management's OLO Position: Q4 2022 in Review

Triumph Capital Management sold out of Olo Inc (OLO) in Q4 2022, closing a stake of 25,070 shares — an estimated $198K sold.

Triumph Capital Management first reported a position in OLO in Q3 2022 and held it in 1 quarter. The position peaked at $198K in Q3 2022. 177 funds tracked by Wall St. Rank hold OLO as of Q4 2022.

  • Triumph Capital Management reported no remaining Olo Inc position as of Q4 2022 after selling out during the quarter.
  • Triumph Capital Management sold 25,070 Olo Inc shares in Q4 2022, an estimated $198K.
  • Triumph Capital Management first reported a position in Olo Inc in Q3 2022 and held it in 1 quarter.
  • Triumph Capital Management's Olo Inc position peaked at $198K in Q3 2022.
  • 177 funds tracked by Wall St. Rank held Olo Inc as of Q4 2022.

Based on Triumph Capital Management's 13F filing for Q4 2022, filed 31 Jan 2023.