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CSat Investment Advisory’s O'Reilly Automotive ORLY Stock Holding History

CSat Investment Advisory’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
Q1 		$935K Buy
27,660
+27,060
+4,510% +$838K 0.79% 42
2020
Q4 		$18K Sell
600
-5,115
-90% -$154K 0.02% 355
2020
Q3 		$176K Buy
5,715
+150
+3% +$4.56K 0.02% 301
2020
Q2 		$156K Sell
5,565
-30
-0.5% -$784 0.02% 359
2020
Q1 		$112K Sell
5,595
-11,295
-67% -$289K 0.02% 321
2019
Q4 		$494K Buy
16,890
+780
+5% +$22.3K 0.13% 149
2019
Q3 		$428K Buy
16,110
+1,770
+12% +$45.7K 0.13% 142
2019
Q2 		$353K Buy
14,340
+60
+0.4% +$1.52K 0.12% 126
2019
Q1 		$370K Sell
14,280
-4,935
-26% -$119K 0.19% 89
2018
Q4 		$441K Sell
19,215
-6,780
-26% -$154K 0.26% 80
2018
Q3 		$602K Buy
25,995
+795
+3% +$16.9K 0.34% 75
2018
Q2 		$459K Buy
+25,200
New +$439K 0.24% 83

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $204B AUM 27.99% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

CSat Investment Advisory's ORLY Position: Q1 2021 in Review

CSat Investment Advisory increased its O'Reilly Automotive (ORLY) stake by 4,510% in Q1 2021, buying an estimated $838K and bringing the position to 27,660 shares worth $935K. The position accounts for 0.79% of the portfolio, ranked #42.

CSat Investment Advisory first reported a position in ORLY in Q2 2018 and has held it in 12 quarters since. 933 funds tracked by Wall St. Rank hold ORLY as of Q1 2021.

  • CSat Investment Advisory held 27,660 shares of O'Reilly Automotive worth $935K as of Q1 2021.
  • CSat Investment Advisory bought 27,060 O'Reilly Automotive shares in Q1 2021, an estimated $838K.
  • O'Reilly Automotive made up 0.79% of CSat Investment Advisory's portfolio in Q1 2021, its #42 holding.
  • CSat Investment Advisory first reported a position in O'Reilly Automotive in Q2 2018 and has held it in 12 quarters since.
  • 933 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.