Security National Bank’s Openlane OPLN Stock Holding History

Security National Bank’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
2019 Q2	–	Sell	-49,836	Closed	-$968K	–	72
2019 Q1	$968K	Buy	49,836 +634	+1%	+$12K	0.5%	46
2018 Q4	$889K	Buy	49,202 +270	+0.6%	+$5.6K	0.55%	46
2018 Q3	$1.11M	Buy	48,932 +306	+0.6%	+$7.06K	0.61%	44
2018 Q2	$1.01M	Buy	48,626 +1,900	+4%	+$38.7K	0.64%	43
2018 Q1	$959K	Sell	46,726 -2,970	-6%	-$59.9K	0.64%	45
2017 Q4	$950K	Sell	49,696 -122	-0.2%	-$2.26K	0.62%	47
2017 Q3	$900K	Buy	49,818 +1,179	+2%	+$19.5K	0.62%	48
2017 Q2	$773K	Buy	48,639 +367	+0.8%	+$5.98K	0.56%	49
2017 Q1	$798K	Buy	+48,272	New	+$823K	0.6%	49

Other funds holding OPLN

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Security National Bank's OPLN Position: Q2 2019 in Review

Security National Bank sold out of Openlane (OPLN) in Q2 2019, closing a stake of 49,836 shares — an estimated $968K sold.

Security National Bank first reported a position in OPLN in Q1 2017 and held it in 9 quarters. The position peaked at $1.11M in Q3 2018. 348 funds tracked by Wall St. Rank hold OPLN as of Q2 2019.

Security National Bank reported no remaining Openlane position as of Q2 2019 after selling out during the quarter.
Security National Bank sold 49,836 Openlane shares in Q2 2019, an estimated $968K.
Security National Bank first reported a position in Openlane in Q1 2017 and held it in 9 quarters.
Security National Bank's Openlane position peaked at $1.11M in Q3 2018.
348 funds tracked by Wall St. Rank held Openlane as of Q2 2019.

Based on Security National Bank's 13F filing for Q2 2019, filed 22 Jul 2019.