AIA
ORLY icon

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

Allegis 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
2018
Q1 		$1.72M Buy
104,265
+2,490
+2% +$42.1K 0.53% 37
2017
Q4 		$1.63M Buy
101,775
+12,330
+14% +$184K 0.48% 55
2017
Q3 		$1.28M Buy
89,445
+32,025
+56% +$423K 0.3% 88
2017
Q2 		$837K Buy
57,420
+27,750
+94% +$453K 0.21% 110
2017
Q1 		$534K Buy
+29,670
New +$536K 0.14% 143

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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 $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Allegis Investment Advisors's ORLY Position: Q1 2018 in Review

Allegis Investment Advisors increased its O'Reilly Automotive (ORLY) stake by 2.4% in Q1 2018, buying an estimated $42.1K and bringing the position to 104,265 shares worth $1.72M. The position accounts for 0.53% of the portfolio, ranked #37.

Allegis Investment Advisors first reported a position in ORLY in Q1 2017 and has held it in 5 quarters since. 703 funds tracked by Wall St. Rank hold ORLY as of Q1 2018.

  • Allegis Investment Advisors held 104,265 shares of O'Reilly Automotive worth $1.72M as of Q1 2018.
  • Allegis Investment Advisors bought 2,490 O'Reilly Automotive shares in Q1 2018, an estimated $42.1K.
  • O'Reilly Automotive made up 0.53% of Allegis Investment Advisors's portfolio in Q1 2018, its #37 holding.
  • Allegis Investment Advisors first reported a position in O'Reilly Automotive in Q1 2017 and has held it in 5 quarters since.
  • 703 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2018.

Based on Allegis Investment Advisors's 13F filing for Q1 2018, filed 24 Apr 2018.