Calvert Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Calvert Investment Management’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 Q1	–	Sell	-80,910	Closed	-$1.5M	–	431
2016 Q4	$1.5M	Sell	80,910 -6,435	-7%	-$118K	0.06%	324
2016 Q3	$1.63M	Buy	87,345 +4,665	+6%	+$87.4K	0.06%	313
2016 Q2	$1.49M	Buy	82,680 +2,115	+3%	+$37.4K	0.06%	292
2016 Q1	$1.47M	Buy	80,565 +930	+1%	+$15.9K	0.06%	261
2015 Q4	$1.34M	Buy	79,635 +17,505	+28%	+$304K	0.06%	252
2015 Q3	$1.04M	Buy	62,130 +2,985	+5%	+$48.2K	0.05%	221
2015 Q2	$891K	Sell	59,145 -8,055	-12%	-$119K	0.04%	262
2015 Q1	$969K	Buy	67,200 +6,750	+11%	+$90.7K	0.06%	232
2014 Q4	$776K	Buy	60,450 +3,330	+6%	+$39K	0.05%	253
2014 Q3	$573K	Buy	+57,120	New	+$583K	0.04%	288

Other funds holding ORLY

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Calvert Investment Management's ORLY Position: Q1 2017 in Review

Calvert Investment Management sold out of O'Reilly Automotive (ORLY) in Q1 2017, closing a stake of 80,910 shares — an estimated $1.5M sold.

Calvert Investment Management first reported a position in ORLY in Q3 2014 and held it in 10 quarters. The position peaked at $1.63M in Q3 2016. 658 funds tracked by Wall St. Rank hold ORLY as of Q1 2017.

Calvert Investment Management reported no remaining O'Reilly Automotive position as of Q1 2017 after selling out during the quarter.
Calvert Investment Management sold 80,910 O'Reilly Automotive shares in Q1 2017, an estimated $1.5M.
Calvert Investment Management first reported a position in O'Reilly Automotive in Q3 2014 and held it in 10 quarters.
Calvert Investment Management's O'Reilly Automotive position peaked at $1.63M in Q3 2016.
658 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2017.

Based on Calvert Investment Management's 13F filing for Q1 2017.