Cavalier Investments’s O'Reilly Automotive ORLY Stock Holding History

Cavalier Investments’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
2020 Q1	–	Sell	-12,885	Closed	-$376K	–	132
2019 Q4	$376K	Hold	12,885	–	–	0.16%	96
2019 Q3	$342K	Buy	12,885 +6,510	+102%	+$168K	0.15%	102
2019 Q2	$157K	Hold	6,375	–	–	0.07%	106
2019 Q1	$165K	Sell	6,375 -13,125	-67%	-$318K	0.07%	113
2018 Q4	$448K	Buy	+19,500	New	+$444K	0.14%	107
2016 Q4	–	Sell	-87,000	Closed	-$1.63M	–	149
2016 Q3	$1.63M	Hold	87,000	–	–	0.99%	17
2016 Q2	$1.57M	Hold	87,000	–	–	0.92%	23
2016 Q1	$1.59M	Buy	87,000 +43,500	+100%	+$743K	0.91%	20
2015 Q4	$735K	Buy	+43,500	New	+$754K	0.44%	40

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cavalier Investments's ORLY Position: Q1 2020 in Review

Cavalier Investments sold out of O'Reilly Automotive (ORLY) in Q1 2020, closing a stake of 12,885 shares — an estimated $376K sold.

Cavalier Investments first reported a position in ORLY in Q4 2015 and held it in 9 quarters. The position peaked at $1.63M in Q3 2016. 799 funds tracked by Wall St. Rank hold ORLY as of Q1 2020.

Cavalier Investments reported no remaining O'Reilly Automotive position as of Q1 2020 after selling out during the quarter.
Cavalier Investments sold 12,885 O'Reilly Automotive shares in Q1 2020, an estimated $376K.
Cavalier Investments first reported a position in O'Reilly Automotive in Q4 2015 and held it in 9 quarters.
Cavalier Investments's O'Reilly Automotive position peaked at $1.63M in Q3 2016.
799 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2020.

Based on Cavalier Investments's 13F filing for Q1 2020, filed 6 May 2020.