WCM Investment Management
OLLI icon

WCM Investment Management’s Ollie's Bargain Outlet OLLI Stock Holding History

WCM Investment Management’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
2025
Q3 		– Sell
-145,990
Closed -$19.4M – 245
2025
Q2 		$19.4M Sell
145,990
-1,748
-1% -$200K 0.04% 96
2025
Q1 		$16.7M Sell
147,738
-9,410
-6% -$995K 0.04% 99
2024
Q4 		$17.4M Sell
157,148
-43,281
-22% -$4.31M 0.04% 111
2024
Q3 		$19.4M Buy
200,429
+8,420
+4% +$812K 0.04% 102
2024
Q2 		$18.9M Sell
192,009
-1,159
-0.6% -$92.2K 0.04% 104
2024
Q1 		$15.4M Buy
193,168
+3,696
+2% +$279K 0.04% 121
2023
Q4 		$14.4M Sell
189,472
-129,781
-41% -$9.78M 0.04% 130
2023
Q3 		$24.7M Sell
319,253
-89,079
-22% -$6.5M 0.07% 63
2023
Q2 		$23.7M Sell
408,332
-984
-0.2% -$60.6K 0.07% 65
2023
Q1 		$23.7M Sell
409,316
-5,109
-1% -$281K 0.08% 64
2022
Q4 		$19.4M Buy
414,425
+11,974
+3% +$646K 0.06% 76
2022
Q3 		$20.7M Sell
402,451
-128,659
-24% -$7.95M 0.07% 71
2022
Q2 		$32M Sell
531,110
-6,165
-1% -$312K 0.11% 58
2022
Q1 		$23.1M Buy
537,275
+194,762
+57% +$8.69M 0.06% 73
2021
Q4 		$17.5M Buy
342,513
+1,134
+0.3% +$69.1K 0.04% 86
2021
Q3 		$20.6M Buy
+341,379
New +$27.6M 0.05% 73

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WCM Investment Management's OLLI Position: Q3 2025 in Review

WCM Investment Management sold out of Ollie's Bargain Outlet (OLLI) in Q3 2025, closing a stake of 145,990 shares — an estimated $19.4M sold.

WCM Investment Management first reported a position in OLLI in Q3 2021 and held it in 16 quarters. The position peaked at $32M in Q2 2022. 493 funds tracked by Wall St. Rank hold OLLI as of Q3 2025.

  • WCM Investment Management reported no remaining Ollie's Bargain Outlet position as of Q3 2025 after selling out during the quarter.
  • WCM Investment Management sold 145,990 Ollie's Bargain Outlet shares in Q3 2025, an estimated $19.4M.
  • WCM Investment Management first reported a position in Ollie's Bargain Outlet in Q3 2021 and held it in 16 quarters.
  • WCM Investment Management's Ollie's Bargain Outlet position peaked at $32M in Q2 2022.
  • 493 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q3 2025.

Based on WCM Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.