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CIC Wealth’s O'Reilly Automotive ORLY Stock Holding History

CIC Wealth’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
2024
Q3 		$599K Sell
7,800
-15
-0.2% -$1.1K 0.15% 91
2024
Q2 		$550K Hold
7,815
– – 0.15% 94
2024
Q1 		$588K Sell
7,815
-555
-7% -$38.8K 0.17% 93
2023
Q4 		$530K Sell
8,370
-165
-2% -$10.4K 0.17% 93
2023
Q3 		$517K Sell
8,535
-75
-0.9% -$4.7K 0.19% 91
2023
Q2 		$548K Buy
8,610
+405
+5% +$24.7K 0.19% 88
2023
Q1 		$464K Sell
8,205
-105
-1% -$5.75K 0.18% 95
2022
Q4 		$468K Buy
+8,310
New +$447K 0.19% 91

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIC Wealth's ORLY Position: Q3 2024 in Review

CIC Wealth reduced its O'Reilly Automotive (ORLY) stake by 0.19% in Q3 2024, selling an estimated $1.1K and leaving 7,800 shares worth $599K. The position accounts for 0.15% of the portfolio, ranked #91.

CIC Wealth first reported a position in ORLY in Q4 2022 and has held it in 8 quarters since. 1,390 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

  • CIC Wealth held 7,800 shares of O'Reilly Automotive worth $599K as of Q3 2024.
  • CIC Wealth sold 15 O'Reilly Automotive shares in Q3 2024, an estimated $1.1K.
  • O'Reilly Automotive made up 0.15% of CIC Wealth's portfolio in Q3 2024, its #91 holding.
  • CIC Wealth first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 8 quarters since.
  • 1,390 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.