STA
OPLN

Summit Trail Advisors’s Openlane OPLN Stock Holding History

Summit Trail Advisors’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
2024
Q4 		– Sell
-45,154
Closed -$762K – 586
2024
Q3 		$762K Buy
45,154
+41
+0.1% +$702 0.02% 315
2024
Q2 		$748K Buy
45,113
+113
+0.3% +$1.94K 0.02% 290
2024
Q1 		$779K Sell
45,000
-117
-0.3% -$1.76K 0.02% 257
2023
Q4 		$668K Buy
45,117
+117
+0.3% +$1.7K 0.02% 233
2023
Q3 		$671K Hold
45,000
– – 0.02% 222
2023
Q2 		$685K Hold
45,000
– – 0.03% 212
2023
Q1 		$616K Hold
45,000
– – 0.02% 191
2022
Q4 		$587K Hold
45,000
– – 0.03% 163
2022
Q3 		$503K Sell
45,000
-54
-0.1% -$811 0.03% 178
2022
Q2 		$665K Buy
45,054
+54
+0.1% +$846 0.04% 156
2022
Q1 		$812K Hold
45,000
– – 0.07% 118
2021
Q4 		$703K Hold
45,000
– – 0.05% 149
2021
Q3 		$738K Hold
45,000
– – 0.06% 135
2021
Q2 		$790K Hold
45,000
– – 0.07% 114
2021
Q1 		$675K Hold
45,000
– – 0.07% 104
2020
Q4 		$837K Hold
45,000
– – 0.11% 87
2020
Q3 		$791K Hold
45,000
– – 0.15% 72
2020
Q2 		$619K Sell
45,000
-1,568
-3% -$21.5K 0.12% 81
2020
Q1 		$568K Buy
46,568
+34,368
+282% +$671K 0.15% 67
2019
Q4 		$268K Hold
12,200
– – 0.16% 56
2019
Q3 		$302K Hold
12,200
– – 0.11% 67
2019
Q2 		$305K Sell
12,200
-20,032
-62% -$432K 0.13% 56
2019
Q1 		$630K Sell
32,232
-289,616
-90% -$5.46M 0.27% 40
2018
Q4 		$5.86M Sell
321,848
-2,928
-0.9% -$60.7K 2.07% 11
2018
Q3 		$7.38M Buy
324,776
+2,928
+0.9% +$67.6K 1.63% 13
2018
Q2 		$6.72M Sell
321,848
-2,875
-0.9% -$58.6K 2.35% 7
2018
Q1 		$6.59M Buy
324,723
+2,851
+0.9% +$57.5K 1.12% 16
2017
Q4 		$6.65M Buy
+321,872
New +$5.96M 0.84% 20

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
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
SM
Sunriver Management Greenwich, Connecticut $591M AUM 2.74% 1-Year Est. Return

Summit Trail Advisors's OPLN Position: Q4 2024 in Review

Summit Trail Advisors sold out of Openlane (OPLN) in Q4 2024, closing a stake of 45,154 shares — an estimated $762K sold.

Summit Trail Advisors first reported a position in OPLN in Q4 2017 and held it in 28 quarters. The position peaked at $7.38M in Q3 2018. 247 funds tracked by Wall St. Rank hold OPLN as of Q4 2024.

  • Summit Trail Advisors reported no remaining Openlane position as of Q4 2024 after selling out during the quarter.
  • Summit Trail Advisors sold 45,154 Openlane shares in Q4 2024, an estimated $762K.
  • Summit Trail Advisors first reported a position in Openlane in Q4 2017 and held it in 28 quarters.
  • Summit Trail Advisors's Openlane position peaked at $7.38M in Q3 2018.
  • 247 funds tracked by Wall St. Rank held Openlane as of Q4 2024.

Based on Summit Trail Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.