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Copperleaf Capital’s O'Reilly Automotive ORLY Stock Holding History

Copperleaf Capital’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
2020
Q1 		– Sell
-65,820
Closed -$1.92M – 51
2019
Q4 		$1.92M Buy
+65,820
New +$1.88M 1.95% 17

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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Copperleaf Capital's ORLY Position: Q1 2020 in Review

Copperleaf Capital sold out of O'Reilly Automotive (ORLY) in Q1 2020, closing a stake of 65,820 shares — an estimated $1.92M sold.

Copperleaf Capital first reported a position in ORLY in Q4 2019 and held it in 1 quarter. The position peaked at $1.92M in Q4 2019. 799 funds tracked by Wall St. Rank hold ORLY as of Q1 2020.

  • Copperleaf Capital reported no remaining O'Reilly Automotive position as of Q1 2020 after selling out during the quarter.
  • Copperleaf Capital sold 65,820 O'Reilly Automotive shares in Q1 2020, an estimated $1.92M.
  • Copperleaf Capital first reported a position in O'Reilly Automotive in Q4 2019 and held it in 1 quarter.
  • Copperleaf Capital's O'Reilly Automotive position peaked at $1.92M in Q4 2019.
  • 799 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2020.

Based on Copperleaf Capital's 13F filing for Q1 2020, filed 5 May 2020.