MC
LPRO

McMorgan & Co’s Open Lending Corp LPRO Stock Holding History

McMorgan & Co’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
2024
Q2 		– Sell
-159,266
Closed -$997K – 58
2024
Q1 		$997K Buy
159,266
+6,100
+4% +$45K 0.17% 46
2023
Q4 		$1.3M Buy
153,166
+5,540
+4% +$37.3K 0.22% 43
2023
Q3 		$1.08M Buy
147,626
+27,025
+22% +$247K 0.2% 42
2023
Q2 		$1.27M Buy
120,601
+10,885
+10% +$96.2K 0.24% 38
2023
Q1 		$772K Sell
109,716
-1,445
-1% -$11.3K 0.16% 48
2022
Q4 		$750K Buy
111,161
+5,875
+6% +$41.3K 0.16% 49
2022
Q3 		$846K Sell
105,286
-2,470
-2% -$24.9K 0.2% 44
2022
Q2 		$1.1M Buy
107,756
+25,915
+32% +$347K 0.25% 40
2022
Q1 		$1.55M Sell
81,841
-2,105
-3% -$40.4K 0.34% 25
2021
Q4 		$1.89M Buy
83,946
+48,051
+134% +$1.36M 0.33% 26
2021
Q3 		$1.29M Buy
35,895
+13,550
+61% +$518K 0.26% 27
2021
Q2 		$963K Buy
+22,345
New +$859K 0.21% 33

Other funds holding LPRO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
TWCM
True Wind Capital Management San Francisco, California $200M AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $154M AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return