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

Connectus 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
2022 Q4	–	Sell	-27,600	Closed	-$1.29M	–	495
2022 Q3	$1.29M	Sell	27,600 -8,640	-24%	-$403K	0.03%	305
2022 Q2	$1.53M	Buy	36,240 +7,785	+27%	+$335K	0.03%	223
2022 Q1	$1.34M	Sell	28,455 -4,650	-14%	-$208K	0.04%	203
2021 Q4	$1.56M	Buy	+33,105	New	+$1.43M	0.06%	163

Other funds holding ORLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Connectus Wealth's ORLY Position: Q4 2022 in Review

Connectus Wealth sold out of O'Reilly Automotive (ORLY) in Q4 2022, closing a stake of 27,600 shares — an estimated $1.29M sold.

Connectus Wealth first reported a position in ORLY in Q4 2021 and held it in 4 quarters. The position peaked at $1.56M in Q4 2021. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

Connectus Wealth reported no remaining O'Reilly Automotive position as of Q4 2022 after selling out during the quarter.
Connectus Wealth sold 27,600 O'Reilly Automotive shares in Q4 2022, an estimated $1.29M.
Connectus Wealth first reported a position in O'Reilly Automotive in Q4 2021 and held it in 4 quarters.
Connectus Wealth's O'Reilly Automotive position peaked at $1.56M in Q4 2021.
1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Connectus Wealth's 13F filing for Q4 2022, filed 7 Feb 2023.