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Berman Capital Advisors’s O'Reilly Automotive ORLY Stock Holding History

Berman Capital Advisors’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 		$173K Buy
4,260
+870
+26% +$34.8K 0.03% 295
2021
Q2 		$127K Buy
3,390
+225
+7% +$8.07K 0.02% 322
2021
Q1 		$107K Buy
3,165
+900
+40% +$27.9K 0.02% 291
2020
Q4 		$68K Buy
2,265
+285
+14% +$8.6K 0.02% 334
2020
Q3 		$60K Sell
1,980
-30
-1% -$912 0.02% 303
2020
Q2 		$56K Sell
2,010
-165
-8% -$4.31K 0.01% 306
2020
Q1 		$43K Buy
2,175
+345
+19% +$8.82K 0.01% 319
2019
Q4 		$53K Hold
1,830
– – 0.02% 317
2019
Q3 		$48K Hold
1,830
– – 0.02% 314
2019
Q2 		$45K Buy
1,830
+90
+5% +$2.28K 0.01% 322
2019
Q1 		$45K Buy
1,740
+345
+25% +$8.35K 0.02% 290
2018
Q4 		$31K Buy
+1,395
New +$31.8K 0.01% 311

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 $204B AUM 27.99% 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

Berman Capital Advisors's ORLY Position: Q3 2021 in Review

Berman Capital Advisors increased its O'Reilly Automotive (ORLY) stake by 26% in Q3 2021, buying an estimated $34.8K and bringing the position to 4,260 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #295.

Berman Capital Advisors first reported a position in ORLY in Q4 2018 and has held it in 12 quarters since. 973 funds tracked by Wall St. Rank hold ORLY as of Q3 2021.

  • Berman Capital Advisors held 4,260 shares of O'Reilly Automotive worth $173K as of Q3 2021.
  • Berman Capital Advisors bought 870 O'Reilly Automotive shares in Q3 2021, an estimated $34.8K.
  • O'Reilly Automotive made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #295 holding.
  • Berman Capital Advisors first reported a position in O'Reilly Automotive in Q4 2018 and has held it in 12 quarters since.
  • 973 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.