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Belmont Capital’s O'Reilly Automotive ORLY Stock Holding History

Belmont Capital’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
2023
Q3 		– Sell
-255
Closed -$16.2K – 192
2023
Q2 		$16.2K Sell
255
-75
-23% -$4.58K 0.01% 114
2023
Q1 		$18.7K Hold
330
– – 0.02% 67
2022
Q4 		$19K Buy
330
+60
+22% +$3.23K 0.02% 66
2022
Q3 		$13K Buy
+270
New +$12.6K 0.02% 67

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Belmont Capital's ORLY Position: Q3 2023 in Review

Belmont Capital sold out of O'Reilly Automotive (ORLY) in Q3 2023, closing a stake of 255 shares — an estimated $16.2K sold.

Belmont Capital first reported a position in ORLY in Q3 2022 and held it in 4 quarters. The position peaked at $19K in Q4 2022. 1,239 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

  • Belmont Capital reported no remaining O'Reilly Automotive position as of Q3 2023 after selling out during the quarter.
  • Belmont Capital sold 255 O'Reilly Automotive shares in Q3 2023, an estimated $16.2K.
  • Belmont Capital first reported a position in O'Reilly Automotive in Q3 2022 and held it in 4 quarters.
  • Belmont Capital's O'Reilly Automotive position peaked at $19K in Q4 2022.
  • 1,239 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Belmont Capital's 13F filing for Q3 2023, filed 13 Nov 2023.