Squar Milner Financial Services’s Openlane OPLN Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-110	Closed	-$1K	–	470
2020 Q1	$1K	Sell	110 -47	-30%	-$918	﹤0.01%	724
2019 Q4	$3K	Buy	+157	New	+$3.58K	﹤0.01%	696
2019 Q1	–	Sell	-293	Closed	-$5K	–	830
2018 Q4	$5K	Hold	293	–	–	﹤0.01%	560
2018 Q3	$7K	Hold	293	–	–	0.01%	554
2018 Q2	$6K	Buy	+293	New	+$5.97K	0.01%	666

Other funds holding OPLN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCM

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

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Squar Milner Financial Services's OPLN Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Openlane (OPLN) in Q2 2020, closing a stake of 110 shares — an estimated $1K sold.

Squar Milner Financial Services first reported a position in OPLN in Q2 2018 and held it in 5 quarters. The position peaked at $7K in Q3 2018. 291 funds tracked by Wall St. Rank hold OPLN as of Q2 2020.

Squar Milner Financial Services reported no remaining Openlane position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 110 Openlane shares in Q2 2020, an estimated $1K.
Squar Milner Financial Services first reported a position in Openlane in Q2 2018 and held it in 5 quarters.
Squar Milner Financial Services's Openlane position peaked at $7K in Q3 2018.
291 funds tracked by Wall St. Rank held Openlane as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.