West Oak Capital’s Olin OLN Stock Holding History

West Oak Capital’s Portfolio OLN Stock Details OLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$10K	–	314
2023 Q3	$10K	Hold	200	–	–	0.01%	245
2023 Q2	$10.3K	Hold	200	–	–	0.01%	246
2023 Q1	$11.1K	Buy	+200	New	+$11.4K	0.01%	243
2022 Q4	–	Sell	-200	Closed	-$9K	–	314
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	250
2022 Q2	$9K	Buy	+200	New	+$11.6K	﹤0.01%	251
2019 Q2	–	Sell	-137	Closed	-$3K	–	321
2019 Q1	$3K	Hold	137	–	–	﹤0.01%	285
2018 Q4	$2.75K	Hold	137	–	–	﹤0.01%	298
2018 Q3	$3.52K	Buy	+137	New	+$4.02K	﹤0.01%	320

Other funds holding OLN

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

West Oak Capital's OLN Position: Q4 2023 in Review

West Oak Capital sold out of Olin (OLN) in Q4 2023, closing a stake of 200 shares — an estimated $10K sold.

West Oak Capital first reported a position in OLN in Q3 2018 and held it in 8 quarters. The position peaked at $11.1K in Q1 2023. 426 funds tracked by Wall St. Rank hold OLN as of Q4 2023.

West Oak Capital reported no remaining Olin position as of Q4 2023 after selling out during the quarter.
West Oak Capital sold 200 Olin shares in Q4 2023, an estimated $10K.
West Oak Capital first reported a position in Olin in Q3 2018 and held it in 8 quarters.
West Oak Capital's Olin position peaked at $11.1K in Q1 2023.
426 funds tracked by Wall St. Rank held Olin as of Q4 2023.

Based on West Oak Capital's 13F filing for Q4 2023, filed 18 Jan 2024.