FIM
OPLN

Fernwood Investment Management’s Openlane OPLN Stock Holding History

Fernwood Investment Management’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
2024
Q4 		$540K Hold
27,200
– – 0.19% 99
2024
Q3 		$459K Hold
27,200
– – 0.15% 126
2024
Q2 		$451K Sell
27,200
-4,516
-14% -$77.5K 0.14% 130
2024
Q1 		$548K Sell
31,716
-16
-0.1% -$240 0.16% 122
2023
Q4 		$470K Sell
31,732
-6,500
-17% -$94.5K 0.15% 125
2023
Q3 		$570K Sell
38,232
-1,000
-3% -$15.4K 0.2% 101
2023
Q2 		$597K Buy
39,232
+16
+0% +$233 0.21% 104
2023
Q1 		$536K Buy
39,216
+16
+0% +$222 0.21% 111
2022
Q4 		$512K Sell
39,200
-1,500
-4% -$20.1K 0.21% 113
2022
Q3 		$455K Sell
40,700
-1,300
-3% -$19.5K 0.19% 118
2022
Q2 		$620K Sell
42,000
-1,000
-2% -$15.7K 0.27% 101
2022
Q1 		$776K Hold
43,000
– – 0.27% 98
2021
Q4 		$672K Hold
43,000
– – 0.22% 112
2021
Q3 		$705K Hold
43,000
– – 0.24% 107
2021
Q2 		$755K Hold
43,000
– – 0.25% 104
2021
Q1 		$645K Hold
43,000
– – 0.24% 107
2020
Q4 		$800K Hold
43,000
– – 0.32% 88
2020
Q3 		$619K Buy
43,000
+5,900
+16% +$92.2K 0.29% 93
2020
Q2 		$510K Buy
+37,100
New +$509K 0.25% 98

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

Fernwood Investment Management's OPLN Position: Q4 2024 in Review

Fernwood Investment Management held its Openlane (OPLN) position steady in Q4 2024 at 27,200 shares worth $540K. The position accounts for 0.19% of the portfolio, ranked #99.

Fernwood Investment Management first reported a position in OPLN in Q2 2020 and has held it in 19 quarters since. The position peaked at $800K in Q4 2020. 248 funds tracked by Wall St. Rank hold OPLN as of Q4 2024.

  • Fernwood Investment Management held 27,200 shares of Openlane worth $540K as of Q4 2024.
  • Fernwood Investment Management left its Openlane share count unchanged in Q4 2024.
  • Openlane made up 0.19% of Fernwood Investment Management's portfolio in Q4 2024, its #99 holding.
  • Fernwood Investment Management first reported a position in Openlane in Q2 2020 and has held it in 19 quarters since.
  • Fernwood Investment Management's Openlane position peaked at $800K in Q4 2020.
  • 248 funds tracked by Wall St. Rank held Openlane as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.