Triad Investment Management’s Openlane OPLN Stock Holding History

Triad Investment Management’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	-59,136	Closed	-$772K	–	61
2022 Q4	$772K	Sell	59,136 -13,958	-19%	-$187K	1.21%	33
2022 Q3	$816K	Sell	73,094 -53,748	-42%	-$807K	1.42%	29
2022 Q2	$1.87M	Sell	126,842 -112,389	-47%	-$1.76M	2.77%	16
2022 Q1	$4.32M	Sell	239,231 -2,405	-1%	-$38.6K	4.09%	4
2021 Q4	$3.77M	Buy	+241,636	New	+$3.7M	3.43%	7
2020 Q4	$4.65M	Sell	249,814 -2,402	-1%	-$41.5K	5.16%	1
2020 Q3	$3.63M	Sell	252,216 -9,221	-4%	-$144K	5.15%	2
2020 Q2	$3.6M	Buy	261,437 +80,699	+45%	+$1.11M	4.87%	2
2020 Q1	$2.17M	Buy	180,738 +27,150	+18%	+$530K	3.77%	8
2019 Q4	$3.35M	Buy	153,588 +119,587	+352%	+$2.73M	3.24%	12
2019 Q3	$835K	Buy	+34,001	New	+$871K	0.91%	35

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

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

Triad Investment Management's OPLN Position: Q1 2023 in Review

Triad Investment Management sold out of Openlane (OPLN) in Q1 2023, closing a stake of 59,136 shares — an estimated $772K sold.

Triad Investment Management first reported a position in OPLN in Q3 2019 and held it in 11 quarters. The position peaked at $4.65M in Q4 2020. 200 funds tracked by Wall St. Rank hold OPLN as of Q1 2023.

Triad Investment Management reported no remaining Openlane position as of Q1 2023 after selling out during the quarter.
Triad Investment Management sold 59,136 Openlane shares in Q1 2023, an estimated $772K.
Triad Investment Management first reported a position in Openlane in Q3 2019 and held it in 11 quarters.
Triad Investment Management's Openlane position peaked at $4.65M in Q4 2020.
200 funds tracked by Wall St. Rank held Openlane as of Q1 2023.

Based on Triad Investment Management's 13F filing for Q1 2023, filed 11 Jul 2023.