PLU
OPLN

Performa Ltd (US)’s Openlane OPLN Stock Holding History

Performa Ltd (US)’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
2023
Q4 		– Sell
-100
Closed -$1.49K – 63
2023
Q3 		$1.49K Hold
100
– – ﹤0.01% 71
2023
Q2 		$1.52K Sell
100
-25
-20% -$364 ﹤0.01% 75
2023
Q1 		$1.71K Hold
125
– – ﹤0.01% 73
2022
Q4 		$1.63K Hold
125
– – ﹤0.01% 67
2022
Q3 		$1K Sell
125
-75
-38% -$1.13K ﹤0.01% 77
2022
Q2 		$3K Sell
200
-50
-20% -$784 ﹤0.01% 50
2022
Q1 		$5K Buy
250
+100
+67% +$1.6K ﹤0.01% 32
2021
Q4 		$2K Buy
+150
New +$2.3K ﹤0.01% 55

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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Performa Ltd (US)'s OPLN Position: Q4 2023 in Review

Performa Ltd (US) sold out of Openlane (OPLN) in Q4 2023, closing a stake of 100 shares — an estimated $1.49K sold.

Performa Ltd (US) first reported a position in OPLN in Q4 2021 and held it in 8 quarters. The position peaked at $5K in Q1 2022. 233 funds tracked by Wall St. Rank hold OPLN as of Q4 2023.

  • Performa Ltd (US) reported no remaining Openlane position as of Q4 2023 after selling out during the quarter.
  • Performa Ltd (US) sold 100 Openlane shares in Q4 2023, an estimated $1.49K.
  • Performa Ltd (US) first reported a position in Openlane in Q4 2021 and held it in 8 quarters.
  • Performa Ltd (US)'s Openlane position peaked at $5K in Q1 2022.
  • 233 funds tracked by Wall St. Rank held Openlane as of Q4 2023.

Based on Performa Ltd (US)'s 13F filing for Q4 2023, filed 6 Feb 2024.