| Quarter | Action | Shares change | Est. value change | Δ Own | Shares held | Filing date |
|---|---|---|---|---|---|---|
| Q3 2025 | Exited | −20K | −$2.6M | −100.0% | 0 | Nov 13, 2025 |
| Q2 2025 | Reduced | −36K | −$4.1M | −64.8% | 20K | Aug 13, 2025 |
| Q1 2025 | New | +56K | +$5.9M | – | 56K | May 14, 2025 |
| Q2 2024 | Reduced | −128K | −$10M | −94.6% | 7K | Aug 9, 2024 |
| Q1 2024 | Added | +58K | +$4.4M | +75.5% | 136K | May 13, 2024 |
| Q4 2023 | New | +77K | +$5.8M | – | 77K | Feb 13, 2024 |
| Q2 2022 | Reduced | −57K | −$2.9M | −13.6% | 360K | Aug 12, 2022 |
| Q1 2022 | New | +416K | +$19M | – | 416K | May 13, 2022 |
Not currently. Jim Simons fully exited OLLI in Q3 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jim Simons first disclosed a OLLI position in Q1 2022; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Yes. Jim Simons reduced and then fully exited OLLI by Q3 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
None as of the latest filing: Jim Simons has exited OLLI. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
Jim Simons's estimated average buy price for OLLI is $105.73, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.
13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.