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Bellwether Investment Group’s O'Reilly Automotive ORLY Stock Holding History

Bellwether Investment Group’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
2017
Q3 		– Sell
-14,220
Closed -$207K – 66
2017
Q2 		$207K Sell
14,220
-3,510
-20% -$57.3K 0.96% 54
2017
Q1 		$319K Buy
17,730
+1,920
+12% +$34.7K 0.84% 24
2016
Q4 		$293K Buy
+15,810
New +$289K 0.26% 102
2016
Q2 		$106K Buy
+5,880
New +$104K 0.12% 167

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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 $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bellwether Investment Group's ORLY Position: Q3 2017 in Review

Bellwether Investment Group sold out of O'Reilly Automotive (ORLY) in Q3 2017, closing a stake of 14,220 shares — an estimated $207K sold.

Bellwether Investment Group first reported a position in ORLY in Q2 2016 and held it in 4 quarters. The position peaked at $319K in Q1 2017. 634 funds tracked by Wall St. Rank hold ORLY as of Q3 2017.

  • Bellwether Investment Group reported no remaining O'Reilly Automotive position as of Q3 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 14,220 O'Reilly Automotive shares in Q3 2017, an estimated $207K.
  • Bellwether Investment Group first reported a position in O'Reilly Automotive in Q2 2016 and held it in 4 quarters.
  • Bellwether Investment Group's O'Reilly Automotive position peaked at $319K in Q1 2017.
  • 634 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2017.

Based on Bellwether Investment Group's 13F filing for Q3 2017, filed 13 Nov 2017.