SSG
OPLN

Summit Securities Group’s Openlane OPLN Stock Holding History

Summit Securities 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
Q1 		– Sell
-6,653
Closed -$87K – 1064
2022
Q4 		$87K Buy
+6,653
New +$89.2K ﹤0.01% 624
2022
Q2 		– Sell
-100
Closed -$2K – 1093
2022
Q1 		$2K Buy
+100
New +$1.6K ﹤0.01% 1043
2019
Q3 		– Sell
-54,622
Closed -$1.37M – 372
2019
Q2 		$1.37M Buy
+54,622
New +$1.18M 0.16% 106
2015
Q1 		– Sell
-5,020
Closed -$66K – 526
2014
Q4 		$66K Buy
+5,020
New +$60.8K 0.02% 300

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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Summit Securities Group's OPLN Position: Q1 2023 in Review

Summit Securities Group sold out of Openlane (OPLN) in Q1 2023, closing a stake of 6,653 shares — an estimated $87K sold.

Summit Securities Group first reported a position in OPLN in Q4 2014 and held it in 4 quarters. The position peaked at $1.37M in Q2 2019. 199 funds tracked by Wall St. Rank hold OPLN as of Q1 2023.

  • Summit Securities Group reported no remaining Openlane position as of Q1 2023 after selling out during the quarter.
  • Summit Securities Group sold 6,653 Openlane shares in Q1 2023, an estimated $87K.
  • Summit Securities Group first reported a position in Openlane in Q4 2014 and held it in 4 quarters.
  • Summit Securities Group's Openlane position peaked at $1.37M in Q2 2019.
  • 199 funds tracked by Wall St. Rank held Openlane as of Q1 2023.

Based on Summit Securities Group's 13F filing for Q1 2023, filed 12 May 2023.