Northwest & Ethical Investments’s Openlane OPLN Stock Holding History

Northwest & Ethical Investments’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
2026 Q1	$273K	Hold	9,200	–	–	0.01%	460
2025 Q4	$277K	Buy	+9,200	New	+$249K	0.01%	454
2020 Q1	–	Sell	-50,046	Closed	-$1.09M	–	376
2019 Q4	$1.09M	Sell	50,046 -773	-2%	-$17.6K	0.05%	313
2019 Q3	$1.25M	Sell	50,819 -1,813	-3%	-$46.4K	0.06%	296
2019 Q2	$3.36M	Sell	52,632 -212,931	-80%	-$4.59M	0.17%	172
2019 Q1	$5.16M	Buy	265,563 +7,854	+3%	+$148K	0.27%	121
2018 Q4	$4.65M	Sell	257,709 -17,315	-6%	-$359K	0.28%	114
2018 Q3	$6.21M	Buy	275,024 +33,265	+14%	+$768K	0.39%	68
2018 Q2	$5.01M	Buy	241,759 +67,833	+39%	+$1.38M	0.33%	82
2018 Q1	$3.57M	Sell	173,926 -26,330	-13%	-$531K	0.24%	130
2017 Q4	$3.83M	Sell	200,256 -26,467	-12%	-$490K	0.25%	125
2017 Q3	$4.1M	Buy	226,723 +82,303	+57%	+$1.36M	0.25%	105
2017 Q2	$2.29M	Buy	+144,420	New	+$2.35M	0.16%	169

Other funds holding OPLN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HRCM

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northwest & Ethical Investments's OPLN Position: Q1 2026 in Review

Northwest & Ethical Investments held its Openlane (OPLN) position steady in Q1 2026 at 9,200 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #460.

Northwest & Ethical Investments first reported a position in OPLN in Q2 2017 and has held it in 13 quarters since. The position peaked at $6.21M in Q3 2018. 299 funds tracked by Wall St. Rank hold OPLN as of Q1 2026.

Northwest & Ethical Investments held 9,200 shares of Openlane worth $273K as of Q1 2026.
Northwest & Ethical Investments left its Openlane share count unchanged in Q1 2026.
Openlane made up 0.01% of Northwest & Ethical Investments's portfolio in Q1 2026, its #460 holding.
Northwest & Ethical Investments first reported a position in Openlane in Q2 2017 and has held it in 13 quarters since.
Northwest & Ethical Investments's Openlane position peaked at $6.21M in Q3 2018.
299 funds tracked by Wall St. Rank held Openlane as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.