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DCM Advisors’s O'Reilly Automotive ORLY Stock Holding History

DCM 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
2022
Q4 		– Sell
-7,815
Closed -$366K – 146
2022
Q3 		$366K Sell
7,815
-6,675
-46% -$311K 0.18% 126
2022
Q2 		$614K Buy
14,490
+2,250
+18% +$96.8K 0.27% 93
2022
Q1 		$559K Buy
12,240
+3,225
+36% +$144K 0.2% 114
2021
Q4 		$424K Buy
+9,015
New +$390K 0.13% 152

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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

DCM Advisors's ORLY Position: Q4 2022 in Review

DCM Advisors sold out of O'Reilly Automotive (ORLY) in Q4 2022, closing a stake of 7,815 shares — an estimated $366K sold.

DCM Advisors first reported a position in ORLY in Q4 2021 and held it in 4 quarters. The position peaked at $614K in Q2 2022. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • DCM Advisors reported no remaining O'Reilly Automotive position as of Q4 2022 after selling out during the quarter.
  • DCM Advisors sold 7,815 O'Reilly Automotive shares in Q4 2022, an estimated $366K.
  • DCM Advisors first reported a position in O'Reilly Automotive in Q4 2021 and held it in 4 quarters.
  • DCM Advisors's O'Reilly Automotive position peaked at $614K in Q2 2022.
  • 1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on DCM Advisors's 13F filing for Q4 2022, filed 11 Sep 2023.