Steward Financial Group’s Openlane OPLN Stock Holding History

Steward Financial Group’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 Q3	$1K	Buy	+81	New	+$1.25K	﹤0.01%	1182
2023 Q2	–	Sell	-77	Closed	-$1K	–	742
2023 Q1	$1K	Buy	77 +59	+328%	+$818	﹤0.01%	624
2022 Q4	$0	Buy	+18	New	+$241	﹤0.01%	679
2022 Q3	–	Sell	-29	Closed	–	–	716
2022 Q2	$0	Buy	+29	New	+$455	﹤0.01%	1168

Other funds holding OPLN

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

SCM

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

PIM

Paradice Investment Management Denver, Colorado $532M AUM 29.6% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

HRCM

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

Steward Financial Group's OPLN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Openlane (OPLN) in Q3 2023: 81 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1182 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in OPLN as recently as Q1 2023.

Steward Financial Group first reported a position in OPLN in Q2 2022 and has held it in 4 quarters since. 199 funds tracked by Wall St. Rank hold OPLN as of Q3 2023.

Steward Financial Group held 81 shares of Openlane worth $1K as of Q3 2023.
Openlane was a new Steward Financial Group position in Q3 2023.
Openlane made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1182 holding.
Steward Financial Group first reported a position in Openlane in Q2 2022 and has held it in 4 quarters since.
199 funds tracked by Wall St. Rank held Openlane as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.