Archford Capital Strategies’s O'Reilly Automotive ORLY Stock Holding History

Archford Capital Strategies’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
2020 Q2	–	Sell	-27,975	Closed	-$561K	–	253
2020 Q1	$561K	Buy	27,975 +7,470	+36%	+$191K	0.22%	136
2019 Q4	$599K	Buy	20,505 +285	+1%	+$8.15K	0.21%	143
2019 Q3	$537K	Buy	20,220 +870	+4%	+$22.5K	0.2%	142
2019 Q2	$476K	Buy	19,350 +750	+4%	+$19K	0.17%	153
2019 Q1	$481K	Buy	18,600 +870	+5%	+$21K	0.18%	159
2018 Q4	$407K	Buy	17,730 +1,125	+7%	+$25.6K	0.16%	162
2018 Q3	$384K	Buy	16,605 +600	+4%	+$12.8K	0.14%	167
2018 Q2	$292K	Buy	16,005 +4,110	+35%	+$71.5K	0.1%	187
2018 Q1	$191K	Buy	+11,895	New	+$201K	0.08%	111

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 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

Archford Capital Strategies's ORLY Position: Q2 2020 in Review

Archford Capital Strategies sold out of O'Reilly Automotive (ORLY) in Q2 2020, closing a stake of 27,975 shares — an estimated $561K sold.

Archford Capital Strategies first reported a position in ORLY in Q1 2018 and held it in 9 quarters. The position peaked at $599K in Q4 2019. 852 funds tracked by Wall St. Rank hold ORLY as of Q2 2020.

Archford Capital Strategies reported no remaining O'Reilly Automotive position as of Q2 2020 after selling out during the quarter.
Archford Capital Strategies sold 27,975 O'Reilly Automotive shares in Q2 2020, an estimated $561K.
Archford Capital Strategies first reported a position in O'Reilly Automotive in Q1 2018 and held it in 9 quarters.
Archford Capital Strategies's O'Reilly Automotive position peaked at $599K in Q4 2019.
852 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2020.

Based on Archford Capital Strategies's 13F filing for Q2 2020, filed 24 Jul 2020.