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Bristlecone Advisors’s O'Reilly Automotive ORLY Stock Holding History

Bristlecone 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
2017
Q4 		– Sell
-1,500
Closed -$22K – 234
2017
Q3 		$22K Sell
1,500
-19,275
-93% -$254K 0.01% 240
2017
Q2 		$303K Sell
20,775
-1,875
-8% -$30.6K 0.1% 125
2017
Q1 		$407K Sell
22,650
-2,175
-9% -$39.3K 0.14% 111
2016
Q4 		$461K Sell
24,825
-525
-2% -$9.59K 0.16% 105
2016
Q3 		$473K Sell
25,350
-900
-3% -$16.9K 0.17% 111
2016
Q2 		$474K Hold
26,250
– – 0.17% 101
2016
Q1 		$479K Sell
26,250
-3,525
-12% -$60.2K 0.19% 108
2015
Q4 		$503K Buy
+29,775
New +$516K 0.21% 107

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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 $5.12B AUM 19.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Bristlecone Advisors's ORLY Position: Q4 2017 in Review

Bristlecone Advisors sold out of O'Reilly Automotive (ORLY) in Q4 2017, closing a stake of 1,500 shares — an estimated $22K sold.

Bristlecone Advisors first reported a position in ORLY in Q4 2015 and held it in 8 quarters. The position peaked at $503K in Q4 2015. 676 funds tracked by Wall St. Rank hold ORLY as of Q4 2017.

  • Bristlecone Advisors reported no remaining O'Reilly Automotive position as of Q4 2017 after selling out during the quarter.
  • Bristlecone Advisors sold 1,500 O'Reilly Automotive shares in Q4 2017, an estimated $22K.
  • Bristlecone Advisors first reported a position in O'Reilly Automotive in Q4 2015 and held it in 8 quarters.
  • Bristlecone Advisors's O'Reilly Automotive position peaked at $503K in Q4 2015.
  • 676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2017.

Based on Bristlecone Advisors's 13F filing for Q4 2017, filed 30 Jan 2018.