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Aevitas Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Aevitas Wealth Management’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
2019
Q1 		– Sell
-525
Closed -$12K – 390
2018
Q4 		$12K Hold
525
– – 0.01% 285
2018
Q3 		$12K Hold
525
– – 0.01% 327
2018
Q2 		$10K Hold
525
– – 0.01% 328
2018
Q1 		$9K Hold
525
– – 0.01% 333
2017
Q4 		$8K Buy
+525
New +$7.82K 0.01% 339

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aevitas Wealth Management's ORLY Position: Q1 2019 in Review

Aevitas Wealth Management sold out of O'Reilly Automotive (ORLY) in Q1 2019, closing a stake of 525 shares — an estimated $12K sold.

Aevitas Wealth Management first reported a position in ORLY in Q4 2017 and held it in 5 quarters. The position peaked at $12K in Q4 2018. 875 funds tracked by Wall St. Rank hold ORLY as of Q1 2019.

  • Aevitas Wealth Management reported no remaining O'Reilly Automotive position as of Q1 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 525 O'Reilly Automotive shares in Q1 2019, an estimated $12K.
  • Aevitas Wealth Management first reported a position in O'Reilly Automotive in Q4 2017 and held it in 5 quarters.
  • Aevitas Wealth Management's O'Reilly Automotive position peaked at $12K in Q4 2018.
  • 875 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2019.

Based on Aevitas Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.