AIA
OPLN

Avalon Investment & Advisory’s Openlane OPLN Stock Holding History

Avalon Investment & Advisory’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
2019
Q3 		– Sell
-67,748
Closed -$1.69M – 319
2019
Q2 		$1.69M Sell
67,748
-109,572
-62% -$2.36M 0.04% 216
2019
Q1 		$3.44M Buy
177,320
+81
+0% +$1.53K 0.08% 169
2018
Q4 		$3.2M Buy
177,239
+10,140
+6% +$210K 0.08% 167
2018
Q3 		$3.77M Buy
167,099
+11,625
+7% +$268K 0.11% 174
2018
Q2 		$3.23M Buy
155,474
+13,717
+10% +$279K 0.1% 182
2018
Q1 		$2.91M Buy
141,757
+13,594
+11% +$274K 0.09% 170
2017
Q4 		$2.45M Buy
+128,163
New +$2.37M 0.08% 185

Other funds holding OPLN

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Avalon Investment & Advisory's OPLN Position: Q3 2019 in Review

Avalon Investment & Advisory sold out of Openlane (OPLN) in Q3 2019, closing a stake of 67,748 shares — an estimated $1.69M sold.

Avalon Investment & Advisory first reported a position in OPLN in Q4 2017 and held it in 7 quarters. The position peaked at $3.77M in Q3 2018. 362 funds tracked by Wall St. Rank hold OPLN as of Q3 2019.

  • Avalon Investment & Advisory reported no remaining Openlane position as of Q3 2019 after selling out during the quarter.
  • Avalon Investment & Advisory sold 67,748 Openlane shares in Q3 2019, an estimated $1.69M.
  • Avalon Investment & Advisory first reported a position in Openlane in Q4 2017 and held it in 7 quarters.
  • Avalon Investment & Advisory's Openlane position peaked at $3.77M in Q3 2018.
  • 362 funds tracked by Wall St. Rank held Openlane as of Q3 2019.

Based on Avalon Investment & Advisory's 13F filing for Q3 2019, filed 14 Nov 2019.