LF
OPLN

Lee Financial’s Openlane OPLN Stock Holding History

Lee Financial’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
Q2 		– Sell
-545
Closed -$8K – 676
2021
Q1 		$8K Hold
545
– – ﹤0.01% 406
2020
Q4 		$10K Hold
545
– – ﹤0.01% 376
2020
Q3 		$8K Hold
545
– – ﹤0.01% 423
2020
Q2 		$7K Sell
545
-58,006
-99% -$796K ﹤0.01% 410
2020
Q1 		$703K Buy
58,551
+10,205
+21% +$199K 0.23% 56
2019
Q4 		$1.05M Buy
48,346
+11,355
+31% +$259K 0.23% 62
2019
Q3 		$908K Buy
36,991
+9,080
+33% +$233K 0.2% 66
2019
Q2 		$698K Sell
27,911
-46,054
-62% -$992K 0.16% 76
2019
Q1 		$1.44M Buy
73,965
+185
+0.3% +$3.49K 0.34% 40
2018
Q4 		$1.33M Sell
73,780
-1,572
-2% -$32.6K 0.36% 39
2018
Q3 		$1.7M Sell
75,352
-11,385
-13% -$263K 0.42% 33
2018
Q2 		$1.8M Sell
86,737
-1,387
-2% -$28.3K 0.42% 35
2018
Q1 		$1.81M Sell
88,124
-6,433
-7% -$130K 0.46% 33
2017
Q4 		$1.81M Sell
94,557
-1,559
-2% -$28.9K 0.53% 35
2017
Q3 		$1.74M Sell
96,116
-2,602
-3% -$42.9K 0.56% 35
2017
Q2 		$1.57M Buy
98,718
+1,183
+1% +$19.3K 0.58% 38
2017
Q1 		$1.61M Sell
97,535
-938
-1% -$16K 0.64% 31
2016
Q4 		$1.59M Buy
+98,473
New +$1.57M 0.89% 23

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lee Financial's OPLN Position: Q2 2021 in Review

Lee Financial sold out of Openlane (OPLN) in Q2 2021, closing a stake of 545 shares — an estimated $8K sold.

Lee Financial first reported a position in OPLN in Q4 2016 and held it in 18 quarters. The position peaked at $1.81M in Q1 2018. 254 funds tracked by Wall St. Rank hold OPLN as of Q2 2021.

  • Lee Financial reported no remaining Openlane position as of Q2 2021 after selling out during the quarter.
  • Lee Financial sold 545 Openlane shares in Q2 2021, an estimated $8K.
  • Lee Financial first reported a position in Openlane in Q4 2016 and held it in 18 quarters.
  • Lee Financial's Openlane position peaked at $1.81M in Q1 2018.
  • 254 funds tracked by Wall St. Rank held Openlane as of Q2 2021.

Based on Lee Financial's 13F filing for Q2 2021, filed 4 Aug 2021.