WT
OLO

Whittier Trust’s Olo Inc OLO Stock Holding History

Whittier Trust’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
Q2 		– Sell
-16,060
Closed -$213K – 1742
2022
Q1 		$213K Buy
16,060
+6,060
+61% +$93.8K ﹤0.01% 664
2021
Q4 		$208K Hold
10,000
– – ﹤0.01% 669
2021
Q3 		$300K Hold
10,000
– – 0.01% 564
2021
Q2 		$374K Buy
+10,000
New +$317K 0.01% 526

Other funds holding OLO

RC
Raine Capital New York $14.1M AUM 33.16% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Whittier Trust's OLO Position: Q2 2022 in Review

Whittier Trust sold out of Olo Inc (OLO) in Q2 2022, closing a stake of 16,060 shares — an estimated $213K sold.

Whittier Trust first reported a position in OLO in Q2 2021 and held it in 4 quarters. The position peaked at $374K in Q2 2021. 164 funds tracked by Wall St. Rank hold OLO as of Q2 2022.

  • Whittier Trust reported no remaining Olo Inc position as of Q2 2022 after selling out during the quarter.
  • Whittier Trust sold 16,060 Olo Inc shares in Q2 2022, an estimated $213K.
  • Whittier Trust first reported a position in Olo Inc in Q2 2021 and held it in 4 quarters.
  • Whittier Trust's Olo Inc position peaked at $374K in Q2 2021.
  • 164 funds tracked by Wall St. Rank held Olo Inc as of Q2 2022.

Based on Whittier Trust's 13F filing for Q2 2022, filed 28 Jul 2022.