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

Centerpoint 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
2018
Q3 		– Sell
-150
Closed -$3K – 328
2018
Q2 		$3K Buy
150
+105
+233% +$1.83K ﹤0.01% 263
2018
Q1 		$1K Buy
+45
New +$761 ﹤0.01% 233

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Centerpoint Advisors's ORLY Position: Q3 2018 in Review

Centerpoint Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2018, closing a stake of 150 shares — an estimated $3K sold.

Centerpoint Advisors first reported a position in ORLY in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 752 funds tracked by Wall St. Rank hold ORLY as of Q3 2018.

  • Centerpoint Advisors reported no remaining O'Reilly Automotive position as of Q3 2018 after selling out during the quarter.
  • Centerpoint Advisors sold 150 O'Reilly Automotive shares in Q3 2018, an estimated $3K.
  • Centerpoint Advisors first reported a position in O'Reilly Automotive in Q1 2018 and held it in 2 quarters.
  • Centerpoint Advisors's O'Reilly Automotive position peaked at $3K in Q2 2018.
  • 752 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2018.

Based on Centerpoint Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.