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Brightworth’s O'Reilly Automotive ORLY Stock Holding History

Brightworth’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
Q3 		$3.41M Buy
72,675
+4,950
+7% +$231K 0.37% 47
2022
Q2 		$2.85M Buy
67,725
+3,570
+6% +$154K 0.31% 51
2022
Q1 		$2.93M Buy
64,155
+15,180
+31% +$678K 0.3% 49
2021
Q4 		$2.31M Buy
48,975
+12,105
+33% +$524K 0.21% 51
2021
Q3 		$1.5M Buy
+36,870
New +$1.48M 0.14% 57

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Brightworth's ORLY Position: Q3 2022 in Review

Brightworth increased its O'Reilly Automotive (ORLY) stake by 7.3% in Q3 2022, buying an estimated $231K and bringing the position to 72,675 shares worth $3.41M. The position accounts for 0.37% of the portfolio, ranked #47.

Brightworth first reported a position in ORLY in Q3 2021 and has held it in 5 quarters since. 1,092 funds tracked by Wall St. Rank hold ORLY as of Q3 2022.

  • Brightworth held 72,675 shares of O'Reilly Automotive worth $3.41M as of Q3 2022.
  • Brightworth bought 4,950 O'Reilly Automotive shares in Q3 2022, an estimated $231K.
  • O'Reilly Automotive made up 0.37% of Brightworth's portfolio in Q3 2022, its #47 holding.
  • Brightworth first reported a position in O'Reilly Automotive in Q3 2021 and has held it in 5 quarters since.
  • 1,092 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.