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

Alera 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
2024
Q3 		$349K Sell
4,545
-495
-10% -$36.4K 0.04% 186
2024
Q2 		$355K Buy
+5,040
New +$348K 0.04% 172
2019
Q2 		– Sell
-645
Closed -$17K – 718
2019
Q1 		$17K Buy
645
+90
+16% +$2.18K 0.01% 336
2018
Q4 		$13K Buy
+555
New +$12.6K 0.01% 375

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's ORLY Position: Q3 2024 in Review

Alera Investment Advisors reduced its O'Reilly Automotive (ORLY) stake by 9.8% in Q3 2024, selling an estimated $36.4K and leaving 4,545 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #186.

Alera Investment Advisors first reported a position in ORLY in Q4 2018 and has held it in 4 quarters since. The position peaked at $355K in Q2 2024. 1,390 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

  • Alera Investment Advisors held 4,545 shares of O'Reilly Automotive worth $349K as of Q3 2024.
  • Alera Investment Advisors sold 495 O'Reilly Automotive shares in Q3 2024, an estimated $36.4K.
  • O'Reilly Automotive made up 0.04% of Alera Investment Advisors's portfolio in Q3 2024, its #186 holding.
  • Alera Investment Advisors first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 4 quarters since.
  • Alera Investment Advisors's O'Reilly Automotive position peaked at $355K in Q2 2024.
  • 1,390 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.