Abacus Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Abacus Wealth Partners’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
2023 Q3	–	Sell	-10,320	Closed	-$657K	–	80
2023 Q2	$657K	Hold	10,320	–	–	0.2%	32
2023 Q1	$647K	Hold	10,320	–	–	0.21%	33
2022 Q4	$581K	Hold	10,320	–	–	0.21%	34
2022 Q3	$484K	Hold	10,320	–	–	0.26%	36
2022 Q2	$435K	Hold	10,320	–	–	0.23%	38
2022 Q1	$471K	Hold	10,320	–	–	0.21%	43
2021 Q4	$486K	Hold	10,320	–	–	0.17%	53
2021 Q3	$420K	Hold	10,320	–	–	0.15%	51
2021 Q2	$390K	Hold	10,320	–	–	0.15%	54
2021 Q1	$349K	Sell	10,320 -15	-0.1%	-$465	0.25%	58
2020 Q4	$312K	Buy	+10,335	New	+$312K	0.27%	55

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Abacus Wealth Partners's ORLY Position: Q3 2023 in Review

Abacus Wealth Partners sold out of O'Reilly Automotive (ORLY) in Q3 2023, closing a stake of 10,320 shares — an estimated $657K sold.

Abacus Wealth Partners first reported a position in ORLY in Q4 2020 and held it in 11 quarters. The position peaked at $657K in Q2 2023. 1,239 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

Abacus Wealth Partners reported no remaining O'Reilly Automotive position as of Q3 2023 after selling out during the quarter.
Abacus Wealth Partners sold 10,320 O'Reilly Automotive shares in Q3 2023, an estimated $657K.
Abacus Wealth Partners first reported a position in O'Reilly Automotive in Q4 2020 and held it in 11 quarters.
Abacus Wealth Partners's O'Reilly Automotive position peaked at $657K in Q2 2023.
1,239 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Abacus Wealth Partners's 13F filing for Q3 2023, filed 13 Nov 2023.