Howe & Rusling’s Open Lending Corp LPRO Stock Holding History

Howe & Rusling’s Portfolio LPRO Stock Details LPRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-20	Closed	–	–	717
2022 Q3	$0	Buy	+20	New	+$202	﹤0.01%	1138

Other funds holding LPRO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

BNAGPJ

Bregal North America General Partner Jersey St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return

BSI

Bregal Sagemount I St. Helier, Jersey $55.4M AUM 8.96% 1-Year Est. Return

BSM

Bregal Sagemount Management New York $55.4M AUM 8.96% 1-Year Est. Return

TWCM

True Wind Capital Management San Francisco, California $226M AUM 2.79% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Howe & Rusling's LPRO Position: Q4 2022 in Review

Howe & Rusling sold out of Open Lending Corp (LPRO) in Q4 2022, closing a stake of 20 shares.

Howe & Rusling first reported a position in LPRO in Q3 2022 and held it in 1 quarter. The position peaked at $0 in Q3 2022. 186 funds tracked by Wall St. Rank hold LPRO as of Q4 2022.

Howe & Rusling reported no remaining Open Lending Corp position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 20 Open Lending Corp shares in Q4 2022.
Howe & Rusling first reported a position in Open Lending Corp in Q3 2022 and held it in 1 quarter.
Howe & Rusling's Open Lending Corp position peaked at $0 in Q3 2022.
186 funds tracked by Wall St. Rank held Open Lending Corp as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.