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Advisory Research’s O'Reilly Automotive ORLY Stock Holding History

Advisory Research’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
Q4 		– Sell
-5,370
Closed -$325K – 441
2023
Q3 		$325K Buy
+5,370
New +$337K 0.05% 356
2014
Q2 		– Sell
-6,870
Closed -$68K – 575
2014
Q1 		$68K Buy
+6,870
New +$65.5K ﹤0.01% 623

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
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

Advisory Research's ORLY Position: Q4 2023 in Review

Advisory Research sold out of O'Reilly Automotive (ORLY) in Q4 2023, closing a stake of 5,370 shares — an estimated $325K sold.

Advisory Research first reported a position in ORLY in Q1 2014 and held it in 2 quarters. The position peaked at $325K in Q3 2023. 1,330 funds tracked by Wall St. Rank hold ORLY as of Q4 2023.

  • Advisory Research reported no remaining O'Reilly Automotive position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 5,370 O'Reilly Automotive shares in Q4 2023, an estimated $325K.
  • Advisory Research first reported a position in O'Reilly Automotive in Q1 2014 and held it in 2 quarters.
  • Advisory Research's O'Reilly Automotive position peaked at $325K in Q3 2023.
  • 1,330 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.