AG
OPLN

Aperio Group’s Openlane OPLN Stock Holding History

Aperio Group’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$648K Buy
34,788
+546
+2% +$9.42K ﹤0.01% 1841
2020
Q3 		$493K Sell
34,242
-1,281
-4% -$20K ﹤0.01% 1818
2020
Q2 		$489K Sell
35,523
-28,594
-45% -$392K ﹤0.01% 1789
2020
Q1 		$769K Buy
64,117
+8,432
+15% +$165K ﹤0.01% 1409
2019
Q4 		$1.21M Sell
55,685
-22,349
-29% -$510K ﹤0.01% 1331
2019
Q3 		$1.92M Buy
78,034
+39,758
+104% +$1.02M 0.01% 1077
2019
Q2 		$957K Sell
38,276
-57,874
-60% -$1.25M ﹤0.01% 1424
2019
Q1 		$1.87M Buy
96,150
+3,093
+3% +$58.3K 0.01% 1062
2018
Q4 		$1.68M Sell
93,057
-6,258
-6% -$130K 0.01% 1061
2018
Q3 		$2.24M Buy
99,315
+15,865
+19% +$366K 0.01% 1011
2018
Q2 		$1.73M Sell
83,450
-1,393
-2% -$28.4K 0.01% 1090
2018
Q1 		$1.74M Buy
84,843
+2,212
+3% +$44.6K 0.01% 1063
2017
Q4 		$1.58M Buy
82,631
+2,903
+4% +$53.8K 0.01% 1086
2017
Q3 		$1.44M Buy
79,728
+516
+0.7% +$8.52K 0.01% 1082
2017
Q2 		$1.26M Buy
79,212
+29,484
+59% +$480K 0.01% 1122
2017
Q1 		$822K Buy
49,728
+4,732
+11% +$80.7K 0.01% 1255
2016
Q4 		$726K Sell
44,996
-589
-1% -$9.4K 0.01% 1293
2016
Q3 		$745K Buy
45,585
+7,527
+20% +$120K 0.01% 1246
2016
Q2 		$601K Buy
38,058
+8,423
+28% +$126K ﹤0.01% 1289
2016
Q1 		$428K Buy
29,635
+7,347
+33% +$97.3K ﹤0.01% 1446
2015
Q4 		$312K Sell
22,288
-4,066
-15% -$57.5K ﹤0.01% 1592
2015
Q3 		$354K Buy
26,354
+2,822
+12% +$40.1K ﹤0.01% 1481
2015
Q2 		$333K Buy
23,532
+3,128
+15% +$44.8K ﹤0.01% 1567
2015
Q1 		$293K Buy
20,404
+359
+2% +$4.86K ﹤0.01% 1586
2014
Q4 		$263K Buy
20,045
+283
+1% +$3.43K ﹤0.01% 1592
2014
Q3 		$214K Buy
19,762
+150
+0.8% +$1.72K ﹤0.01% 1567
2014
Q2 		$237K Buy
19,612
+61
+0.3% +$705 ﹤0.01% 1533
2014
Q1 		$225K Buy
+19,551
New +$219K ﹤0.01% 1797
2013
Q4 		– Sell
-20,536
Closed -$223K – 1708
2013
Q3 		$219K Buy
+20,536
New +$205K ﹤0.01% 1597

Other funds holding OPLN

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's OPLN Position: Q4 2020 in Review

Aperio Group increased its Openlane (OPLN) stake by 1.6% in Q4 2020, buying an estimated $9.42K and bringing the position to 34,788 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #1841.

Aperio Group first reported a position in OPLN in Q3 2013 and has held it in 29 quarters since. The position peaked at $2.24M in Q3 2018. 281 funds tracked by Wall St. Rank hold OPLN as of Q4 2020.

  • Aperio Group held 34,788 shares of Openlane worth $648K as of Q4 2020.
  • Aperio Group bought 546 Openlane shares in Q4 2020, an estimated $9.42K.
  • Openlane made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1841 holding.
  • Aperio Group first reported a position in Openlane in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Openlane position peaked at $2.24M in Q3 2018.
  • 281 funds tracked by Wall St. Rank held Openlane as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.