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Berkeley Inc’s O'Reilly Automotive ORLY Stock Holding History

Berkeley Inc’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
2021
Q3 		– Sell
-7,950
Closed -$300K – 90
2021
Q2 		$300K Sell
7,950
-2,250
-22% -$80.7K 0.22% 68
2021
Q1 		$345K Sell
10,200
-750
-7% -$23.2K 0.26% 64
2020
Q4 		$330K Buy
+10,950
New +$331K 0.27% 62

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Berkeley Inc's ORLY Position: Q3 2021 in Review

Berkeley Inc sold out of O'Reilly Automotive (ORLY) in Q3 2021, closing a stake of 7,950 shares — an estimated $300K sold.

Berkeley Inc first reported a position in ORLY in Q4 2020 and held it in 3 quarters. The position peaked at $345K in Q1 2021. 972 funds tracked by Wall St. Rank hold ORLY as of Q3 2021.

  • Berkeley Inc reported no remaining O'Reilly Automotive position as of Q3 2021 after selling out during the quarter.
  • Berkeley Inc sold 7,950 O'Reilly Automotive shares in Q3 2021, an estimated $300K.
  • Berkeley Inc first reported a position in O'Reilly Automotive in Q4 2020 and held it in 3 quarters.
  • Berkeley Inc's O'Reilly Automotive position peaked at $345K in Q1 2021.
  • 972 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2021.

Based on Berkeley Inc's 13F filing for Q3 2021, filed 4 Mar 2025.