Convergence Investment Partners’s O'Reilly Automotive ORLY Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-2,775	Closed	-$209K	–	275
2024 Q1	$209K	Buy	+2,775	New	+$194K	0.08%	238
2023 Q2	–	Sell	-5,715	Closed	-$323K	–	191
2023 Q1	$323K	Buy	+5,715	New	+$313K	0.19%	118
2019 Q3	–	Sell	-54,690	Closed	-$1.35M	–	342
2019 Q2	$1.35M	Buy	+54,690	New	+$1.39M	0.33%	116
2019 Q1	–	Sell	-82,200	Closed	-$1.89M	–	354
2018 Q4	$1.89M	Buy	+82,200	New	+$1.87M	0.43%	83
2018 Q2	–	Sell	-195	Closed	-$3K	–	715
2018 Q1	$3K	Buy	+195	New	+$3.3K	﹤0.01%	908
2016 Q2	–	Sell	-92,805	Closed	-$1.69M	–	363
2016 Q1	$1.69M	Sell	92,805 -136,410	-60%	-$2.33M	0.2%	176
2015 Q4	$3.87M	Buy	+229,215	New	+$3.98M	0.43%	82

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Convergence Investment Partners's ORLY Position: Q2 2024 in Review

Convergence Investment Partners sold out of O'Reilly Automotive (ORLY) in Q2 2024, closing a stake of 2,775 shares — an estimated $209K sold.

Convergence Investment Partners first reported a position in ORLY in Q4 2015 and held it in 7 quarters. The position peaked at $3.87M in Q4 2015. 1,394 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

Convergence Investment Partners reported no remaining O'Reilly Automotive position as of Q2 2024 after selling out during the quarter.
Convergence Investment Partners sold 2,775 O'Reilly Automotive shares in Q2 2024, an estimated $209K.
Convergence Investment Partners first reported a position in O'Reilly Automotive in Q4 2015 and held it in 7 quarters.
Convergence Investment Partners's O'Reilly Automotive position peaked at $3.87M in Q4 2015.
1,394 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on Convergence Investment Partners's 13F filing for Q2 2024, filed 1 Aug 2024.