Goelzer Investment Management’s Openlane OPLN Stock Holding History

Goelzer 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
2020 Q2	–	Sell	-50,997	Closed	-$612K	–	247
2020 Q1	$612K	Sell	50,997 -726	-1%	-$14.2K	0.07%	179
2019 Q4	$1.13M	Sell	51,723 -1,084	-2%	-$24.7K	0.1%	164
2019 Q3	$1.3M	Buy	52,807 +2,686	+5%	+$68.8K	0.12%	158
2019 Q2	$1.25M	Sell	50,121 -76,727	-60%	-$1.65M	0.12%	163
2019 Q1	$2.46M	Sell	126,848 -824	-0.6%	-$15.5K	0.23%	129
2018 Q4	$2.31M	Sell	127,672 -4,034	-3%	-$83.7K	0.3%	112
2018 Q3	$2.98M	Sell	131,706 -4,436	-3%	-$102K	0.33%	104
2018 Q2	$2.82M	Sell	136,142 -5,617	-4%	-$114K	0.33%	108
2018 Q1	$2.91M	Sell	141,759 -3,897	-3%	-$78.6K	0.35%	103
2017 Q4	$2.79M	Buy	145,656 +41,635	+40%	+$771K	0.31%	114
2017 Q3	$1.88M	Buy	+104,021	New	+$1.72M	0.22%	131

Other funds holding OPLN

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

SCM

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

CCMLC

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goelzer Investment Management's OPLN Position: Q2 2020 in Review

Goelzer Investment Management sold out of Openlane (OPLN) in Q2 2020, closing a stake of 50,997 shares — an estimated $612K sold.

Goelzer Investment Management first reported a position in OPLN in Q3 2017 and held it in 11 quarters. The position peaked at $2.98M in Q3 2018. 291 funds tracked by Wall St. Rank hold OPLN as of Q2 2020.

Goelzer Investment Management reported no remaining Openlane position as of Q2 2020 after selling out during the quarter.
Goelzer Investment Management sold 50,997 Openlane shares in Q2 2020, an estimated $612K.
Goelzer Investment Management first reported a position in Openlane in Q3 2017 and held it in 11 quarters.
Goelzer Investment Management's Openlane position peaked at $2.98M in Q3 2018.
291 funds tracked by Wall St. Rank held Openlane as of Q2 2020.

Based on Goelzer Investment Management's 13F filing for Q2 2020, filed 12 Aug 2020.