Wisconsin Capital Management’s Olo Inc OLO Stock Holding History

Wisconsin Capital Management’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
2023 Q4	–	Sell	-189,500	Closed	-$1.15M	–	46
2023 Q3	$1.15M	Sell	189,500 -75,860	-29%	-$496K	0.76%	34
2023 Q2	$1.71M	Sell	265,360 -124,750	-32%	-$898K	1.11%	32
2023 Q1	$3.18M	Buy	390,110 +144,550	+59%	+$1.11M	2.17%	20
2022 Q4	$1.53M	Sell	245,560 -9,218	-4%	-$69.6K	1.17%	31
2022 Q3	$2.01M	Buy	254,778 +9,400	+4%	+$89.9K	1.58%	28
2022 Q2	$2.42M	Buy	245,378 +60,215	+33%	+$656K	1.63%	26
2022 Q1	$2.45M	Buy	185,163 +165,723	+852%	+$2.56M	1.18%	30
2021 Q4	$405K	Sell	19,440 -110,699	-85%	-$2.88M	0.17%	45
2021 Q3	$3.91M	Buy	130,139 +20,114	+18%	+$718K	1.6%	24
2021 Q2	$4.11M	Buy	+110,025	New	+$3.49M	1.61%	23

Other funds holding OLO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

NTCM

Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wisconsin Capital Management's OLO Position: Q4 2023 in Review

Wisconsin Capital Management sold out of Olo Inc (OLO) in Q4 2023, closing a stake of 189,500 shares — an estimated $1.15M sold.

Wisconsin Capital Management first reported a position in OLO in Q2 2021 and held it in 10 quarters. The position peaked at $4.11M in Q2 2021. 184 funds tracked by Wall St. Rank hold OLO as of Q4 2023.

Wisconsin Capital Management reported no remaining Olo Inc position as of Q4 2023 after selling out during the quarter.
Wisconsin Capital Management sold 189,500 Olo Inc shares in Q4 2023, an estimated $1.15M.
Wisconsin Capital Management first reported a position in Olo Inc in Q2 2021 and held it in 10 quarters.
Wisconsin Capital Management's Olo Inc position peaked at $4.11M in Q2 2021.
184 funds tracked by Wall St. Rank held Olo Inc as of Q4 2023.

Based on Wisconsin Capital Management's 13F filing for Q4 2023, filed 2 Feb 2024.