Caldwell Trust’s Openlane OPLN Stock Holding History

Caldwell Trust’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
2022 Q3	–	Sell	-260	Closed	-$3.84K	–	736
2022 Q2	$3.84K	Buy	+260	New	+$4.08K	﹤0.01%	697

Other funds holding OPLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Caldwell Trust's OPLN Position: Q3 2022 in Review

Caldwell Trust sold out of Openlane (OPLN) in Q3 2022, closing a stake of 260 shares — an estimated $3.84K sold.

Caldwell Trust first reported a position in OPLN in Q2 2022 and held it in 1 quarter. The position peaked at $3.84K in Q2 2022. 218 funds tracked by Wall St. Rank hold OPLN as of Q3 2022.

Caldwell Trust reported no remaining Openlane position as of Q3 2022 after selling out during the quarter.
Caldwell Trust sold 260 Openlane shares in Q3 2022, an estimated $3.84K.
Caldwell Trust first reported a position in Openlane in Q2 2022 and held it in 1 quarter.
Caldwell Trust's Openlane position peaked at $3.84K in Q2 2022.
218 funds tracked by Wall St. Rank held Openlane as of Q3 2022.

Based on Caldwell Trust's 13F filing for Q3 2022, filed 1 Oct 2025.