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Carmel Capital Partners’s O'Reilly Automotive ORLY Stock Holding History

Carmel Capital Partners’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
-555
Closed -$33.6K – 526
2023
Q3 		$33.6K Buy
555
+525
+1,750% +$32.9K 0.02% 285
2023
Q2 		$1.91K Hold
30
– – ﹤0.01% 367
2023
Q1 		$1.7K Buy
+30
New +$1.64K ﹤0.01% 416

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
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

Carmel Capital Partners's ORLY Position: Q4 2023 in Review

Carmel Capital Partners sold out of O'Reilly Automotive (ORLY) in Q4 2023, closing a stake of 555 shares — an estimated $33.6K sold.

Carmel Capital Partners first reported a position in ORLY in Q1 2023 and held it in 3 quarters. The position peaked at $33.6K in Q3 2023. 1,330 funds tracked by Wall St. Rank hold ORLY as of Q4 2023.

  • Carmel Capital Partners reported no remaining O'Reilly Automotive position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 555 O'Reilly Automotive shares in Q4 2023, an estimated $33.6K.
  • Carmel Capital Partners first reported a position in O'Reilly Automotive in Q1 2023 and held it in 3 quarters.
  • Carmel Capital Partners's O'Reilly Automotive position peaked at $33.6K in Q3 2023.
  • 1,330 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.