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Clear Perspective Advisors’s O'Reilly Automotive ORLY Stock Holding History

Clear Perspective 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
2021
Q4 		$644K Sell
13,680
-75
-0.5% -$3.25K 0.2% 81
2021
Q3 		$560K Hold
13,755
– – 0.19% 83
2021
Q2 		$519K Sell
13,755
-630
-4% -$22.6K 0.18% 86
2021
Q1 		$486K Hold
14,385
– – 0.19% 86
2020
Q4 		$434K Sell
14,385
-1,425
-9% -$43K 0.18% 96
2020
Q3 		$512 Hold
15,810
– – 0.24% 77
2020
Q2 		$444K Buy
15,810
+630
+4% +$16.5K 0.24% 75
2020
Q1 		$305K Sell
15,180
-750
-5% -$19.2K 0.2% 84
2019
Q4 		$465K Sell
15,930
-300
-2% -$8.58K 0.29% 83
2019
Q3 		$431K Hold
16,230
– – 0.2% 92
2019
Q2 		$400K Hold
16,230
– – 0.26% 93
2019
Q1 		$441K Sell
16,230
-1,230
-7% -$29.8K 0.31% 87
2018
Q4 		$401K Sell
17,460
-180
-1% -$4.1K 0.33% 88
2018
Q3 		$408K Sell
17,640
-60
-0.3% -$1.27K 0.3% 96
2018
Q2 		$323K Sell
17,700
-1,275
-7% -$22.2K 0.23% 108
2018
Q1 		$313K Sell
18,975
-1,515
-7% -$25.6K 0.23% 102
2017
Q4 		$329K Sell
20,490
-720
-3% -$10.7K 0.25% 100
2017
Q3 		$305K Buy
+21,210
New +$280K 0.25% 102

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Clear Perspective Advisors's ORLY Position: Q4 2021 in Review

Clear Perspective Advisors reduced its O'Reilly Automotive (ORLY) stake by 0.55% in Q4 2021, selling an estimated $3.25K and leaving 13,680 shares worth $644K. The position accounts for 0.2% of the portfolio, ranked #81.

Clear Perspective Advisors first reported a position in ORLY in Q3 2017 and has held it in 18 quarters since. 1,095 funds tracked by Wall St. Rank hold ORLY as of Q4 2021.

  • Clear Perspective Advisors held 13,680 shares of O'Reilly Automotive worth $644K as of Q4 2021.
  • Clear Perspective Advisors sold 75 O'Reilly Automotive shares in Q4 2021, an estimated $3.25K.
  • O'Reilly Automotive made up 0.2% of Clear Perspective Advisors's portfolio in Q4 2021, its #81 holding.
  • Clear Perspective Advisors first reported a position in O'Reilly Automotive in Q3 2017 and has held it in 18 quarters since.
  • 1,095 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.