BCA
LPRO

Berman Capital Advisors’s Open Lending Corp LPRO Stock Holding History

Berman Capital Advisors’s Portfolio LPRO Stock Details LPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$7.22M Buy
+200,187
New +$7.65M 1.14% 14

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BI
Bregal Investments New York $60.8M AUM 77.71% 1-Year Est. Return
BNAGPJ
Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BSI
Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHP
Washington Harbour Partners Arlington, Virginia $33.8M AUM 73.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Berman Capital Advisors's LPRO Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Open Lending Corp (LPRO) in Q3 2021: 200,187 shares worth $7.22M. The stake represents 1.14% of the portfolio and ranks #14 among its holdings.

200 funds tracked by Wall St. Rank hold LPRO as of Q3 2021.

  • Berman Capital Advisors held 200,187 shares of Open Lending Corp worth $7.22M as of Q3 2021.
  • Open Lending Corp was a new Berman Capital Advisors position in Q3 2021.
  • Open Lending Corp made up 1.14% of Berman Capital Advisors's portfolio in Q3 2021, its #14 holding.
  • 200 funds tracked by Wall St. Rank held Open Lending Corp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.