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Aris Wealth Services’s O'Reilly Automotive ORLY Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-1,170
Closed -$18K – 465
2015
Q2 		$18K Hold
1,170
– – 0.02% 325
2015
Q1 		$17K Buy
+1,170
New +$15.7K 0.02% 325

Other funds holding ORLY

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aris Wealth Services's ORLY Position: Q3 2015 in Review

Aris Wealth Services sold out of O'Reilly Automotive (ORLY) in Q3 2015, closing a stake of 1,170 shares — an estimated $18K sold.

Aris Wealth Services first reported a position in ORLY in Q1 2015 and held it in 2 quarters. The position peaked at $18K in Q2 2015. 618 funds tracked by Wall St. Rank hold ORLY as of Q3 2015.

  • Aris Wealth Services reported no remaining O'Reilly Automotive position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,170 O'Reilly Automotive shares in Q3 2015, an estimated $18K.
  • Aris Wealth Services first reported a position in O'Reilly Automotive in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's O'Reilly Automotive position peaked at $18K in Q2 2015.
  • 618 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.