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1834 Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

1834 Investment Advisors’s Portfolio ORLY Stock Details ORLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-945
Closed -$40K – 371
2022
Q2 		$40K Buy
+945
New +$40.7K 0.01% 282
2019
Q3 		– Sell
-405
Closed -$10K – 487
2019
Q2 		$10K Buy
+405
New +$10.3K ﹤0.01% 374

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

1834 Investment Advisors's ORLY Position: Q3 2022 in Review

1834 Investment Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2022, closing a stake of 945 shares — an estimated $40K sold.

1834 Investment Advisors first reported a position in ORLY in Q2 2019 and held it in 2 quarters. The position peaked at $40K in Q2 2022. 1,092 funds tracked by Wall St. Rank hold ORLY as of Q3 2022.

  • 1834 Investment Advisors reported no remaining O'Reilly Automotive position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 945 O'Reilly Automotive shares in Q3 2022, an estimated $40K.
  • 1834 Investment Advisors first reported a position in O'Reilly Automotive in Q2 2019 and held it in 2 quarters.
  • 1834 Investment Advisors's O'Reilly Automotive position peaked at $40K in Q2 2022.
  • 1,092 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.