Carroll Financial Associates’s Openlane OPLN Stock Holding History

Carroll Financial Associates’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
2021 Q4	$0	Hold	28	–	–	﹤0.01%	1784
2021 Q3	$0	Hold	28	–	–	﹤0.01%	1851
2021 Q2	$0	Hold	28	–	–	﹤0.01%	1769
2021 Q1	$0	Hold	28	–	–	﹤0.01%	1692
2020 Q4	$0	Hold	28	–	–	﹤0.01%	1587
2020 Q3	$0	Hold	28	–	–	﹤0.01%	1580
2020 Q2	$0	Hold	28	–	–	﹤0.01%	1599
2020 Q1	$0	Hold	28	–	–	﹤0.01%	1556
2019 Q4	$0	Hold	28	–	–	﹤0.01%	1609
2019 Q3	$0	Sell	28 -89	-76%	-$2.28K	﹤0.01%	1613
2019 Q2	$2K	Sell	117 -55	-32%	-$1.19K	﹤0.01%	1374
2019 Q1	$3K	Buy	172 +35	+26%	+$660	﹤0.01%	1204
2018 Q4	$2K	Hold	137	–	–	﹤0.01%	1178
2018 Q3	$3K	Buy	137 +55	+67%	+$1.27K	﹤0.01%	1159
2018 Q2	$1K	Hold	82	–	–	﹤0.01%	1210
2018 Q1	$1K	Hold	82	–	–	﹤0.01%	1196
2017 Q4	$1K	Sell	82 -180	-69%	-$3.33K	﹤0.01%	1180
2017 Q3	$4K	Hold	262	–	–	﹤0.01%	1023
2017 Q2	$4K	Sell	262 -79	-23%	-$1.29K	﹤0.01%	1025
2017 Q1	$5K	Hold	341	–	–	﹤0.01%	983
2016 Q4	$5K	Sell	341 -53	-13%	-$846	﹤0.01%	939
2016 Q3	$6K	Hold	394	–	–	﹤0.01%	911
2016 Q2	$6K	Hold	394	–	–	﹤0.01%	895
2016 Q1	$5K	Hold	394	–	–	﹤0.01%	897
2015 Q4	$5K	Hold	394	–	–	﹤0.01%	868
2015 Q3	$5K	Hold	394	–	–	﹤0.01%	850
2015 Q2	$6K	Buy	+394	New	+$5.64K	﹤0.01%	821

Other funds holding OPLN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

CCMLC

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

MAMU

Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

BAM

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Carroll Financial Associates's OPLN Position: Q4 2021 in Review

Carroll Financial Associates held its Openlane (OPLN) position steady in Q4 2021 at 28 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Carroll Financial Associates first reported a position in OPLN in Q2 2015 and has held it in 27 quarters since. The position peaked at $6K in Q3 2016. 245 funds tracked by Wall St. Rank hold OPLN as of Q4 2021.

Carroll Financial Associates held 28 shares of Openlane worth $0 as of Q4 2021.
Carroll Financial Associates left its Openlane share count unchanged in Q4 2021.
Openlane made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1784 holding.
Carroll Financial Associates first reported a position in Openlane in Q2 2015 and has held it in 27 quarters since.
Carroll Financial Associates's Openlane position peaked at $6K in Q3 2016.
245 funds tracked by Wall St. Rank held Openlane as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.