CC
OPLN

Caldera Capital’s Openlane OPLN Stock Holding History

Caldera Capital’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
2018
Q2 		– Sell
-390,332
Closed -$8.01M – 19
2018
Q1 		$8.01M Sell
390,332
-64,676
-14% -$1.3M 7.18% 8
2017
Q4 		$8.7M Buy
455,008
+193,326
+74% +$3.58M 6.98% 7
2017
Q3 		$4.73M Buy
261,682
+32,668
+14% +$539K 3.92% 9
2017
Q2 		$3.64M Sell
229,014
-168,073
-42% -$2.74M 3.39% 11
2017
Q1 		$6.56M Buy
397,087
+49,064
+14% +$837K 5.16% 9
2016
Q4 		$5.61M Buy
+348,023
New +$5.55M 9.22% 5

Other funds holding OPLN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Caldera Capital's OPLN Position: Q2 2018 in Review

Caldera Capital sold out of Openlane (OPLN) in Q2 2018, closing a stake of 390,332 shares — an estimated $8.01M sold.

Caldera Capital first reported a position in OPLN in Q4 2016 and held it in 6 quarters. The position peaked at $8.7M in Q4 2017. 373 funds tracked by Wall St. Rank hold OPLN as of Q2 2018.

  • Caldera Capital reported no remaining Openlane position as of Q2 2018 after selling out during the quarter.
  • Caldera Capital sold 390,332 Openlane shares in Q2 2018, an estimated $8.01M.
  • Caldera Capital first reported a position in Openlane in Q4 2016 and held it in 6 quarters.
  • Caldera Capital's Openlane position peaked at $8.7M in Q4 2017.
  • 373 funds tracked by Wall St. Rank held Openlane as of Q2 2018.

Based on Caldera Capital's 13F filing for Q2 2018, filed 14 Aug 2018.