Birinyi Associates’s O'Reilly Automotive ORLY Stock Holding History

Birinyi Associates’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 Q4	–	Sell	-26,250	Closed	-$1.59M	–	60
2023 Q3	$1.59M	Buy	+26,250	New	+$1.65M	0.64%	23
2022 Q2	–	Sell	-7,500	Closed	-$342K	–	63
2022 Q1	$342K	Buy	+7,500	New	+$335K	0.12%	52

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Birinyi Associates's ORLY Position: Q4 2023 in Review

Birinyi Associates sold out of O'Reilly Automotive (ORLY) in Q4 2023, closing a stake of 26,250 shares — an estimated $1.59M sold.

Birinyi Associates first reported a position in ORLY in Q1 2022 and held it in 2 quarters. The position peaked at $1.59M in Q3 2023. 1,330 funds tracked by Wall St. Rank hold ORLY as of Q4 2023.

Birinyi Associates reported no remaining O'Reilly Automotive position as of Q4 2023 after selling out during the quarter.
Birinyi Associates sold 26,250 O'Reilly Automotive shares in Q4 2023, an estimated $1.59M.
Birinyi Associates first reported a position in O'Reilly Automotive in Q1 2022 and held it in 2 quarters.
Birinyi Associates's O'Reilly Automotive position peaked at $1.59M in Q3 2023.
1,330 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2023.

Based on Birinyi Associates's 13F filing for Q4 2023, filed 10 Jan 2024.