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

Weld Capital 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
2020
Q4 		– Sell
-12,689
Closed -$1.11M – 625
2020
Q3 		$1.11M Buy
12,689
+6,009
+90% +$588K 0.44% 52
2020
Q2 		$652K Sell
6,680
-2,522
-27% -$194K 0.26% 142
2020
Q1 		$426K Sell
9,202
-29,955
-76% -$1.54M 0.22% 167
2019
Q4 		$2.56M Sell
39,157
-20,091
-34% -$1.27M 0.49% 34
2019
Q3 		$3.47M Buy
59,248
+48,104
+432% +$3.61M 0.64% 1
2019
Q2 		$971K Buy
11,144
+6,619
+146% +$624K 0.18% 183
2019
Q1 		$386K Sell
4,525
-21,946
-83% -$1.77M 0.07% 449
2018
Q4 		$1.76M Buy
+26,471
New +$2.2M 0.4% 35

Other funds holding OLLI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return