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Brendel Financial Advisors’s O'Reilly Automotive ORLY Stock Holding History

Brendel Financial 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
2022
Q2 		– Sell
-63,630
Closed -$2.91M – 112
2022
Q1 		$2.91M Sell
63,630
-3,255
-5% -$145K 1.58% 23
2021
Q4 		$3.15M Sell
66,885
-1,065
-2% -$46.1K 1.63% 22
2021
Q3 		$2.77M Buy
+67,950
New +$2.72M 3.3% 9

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brendel Financial Advisors's ORLY Position: Q2 2022 in Review

Brendel Financial Advisors sold out of O'Reilly Automotive (ORLY) in Q2 2022, closing a stake of 63,630 shares — an estimated $2.91M sold.

Brendel Financial Advisors first reported a position in ORLY in Q3 2021 and held it in 3 quarters. The position peaked at $3.15M in Q4 2021. 1,075 funds tracked by Wall St. Rank hold ORLY as of Q2 2022.

  • Brendel Financial Advisors reported no remaining O'Reilly Automotive position as of Q2 2022 after selling out during the quarter.
  • Brendel Financial Advisors sold 63,630 O'Reilly Automotive shares in Q2 2022, an estimated $2.91M.
  • Brendel Financial Advisors first reported a position in O'Reilly Automotive in Q3 2021 and held it in 3 quarters.
  • Brendel Financial Advisors's O'Reilly Automotive position peaked at $3.15M in Q4 2021.
  • 1,075 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2022.

Based on Brendel Financial Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.