WD Rutherford’s Ollie's Bargain Outlet OLLI Stock Holding History

WD Rutherford’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 Q1	–	Sell	-220	Closed	-$18K	–	123
2020 Q4	$18K	Buy	+220	New	+$19.2K	0.01%	106

Other funds holding OLLI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WD Rutherford's OLLI Position: Q1 2021 in Review

WD Rutherford sold out of Ollie's Bargain Outlet (OLLI) in Q1 2021, closing a stake of 220 shares — an estimated $18K sold.

WD Rutherford first reported a position in OLLI in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 359 funds tracked by Wall St. Rank hold OLLI as of Q1 2021.

WD Rutherford reported no remaining Ollie's Bargain Outlet position as of Q1 2021 after selling out during the quarter.
WD Rutherford sold 220 Ollie's Bargain Outlet shares in Q1 2021, an estimated $18K.
WD Rutherford first reported a position in Ollie's Bargain Outlet in Q4 2020 and held it in 1 quarter.
WD Rutherford's Ollie's Bargain Outlet position peaked at $18K in Q4 2020.
359 funds tracked by Wall St. Rank held Ollie's Bargain Outlet as of Q1 2021.

Based on WD Rutherford's 13F filing for Q1 2021, filed 7 May 2021.