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Disciplined Equity Management’s O'Reilly Automotive ORLY Stock Holding History

Disciplined Equity Management’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
Q1 		– Sell
-2,445
Closed -$155K – 99
2023
Q4 		$155K Buy
+2,445
New +$155K 0.11% 50

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Disciplined Equity Management's ORLY Position: Q1 2024 in Review

Disciplined Equity Management sold out of O'Reilly Automotive (ORLY) in Q1 2024, closing a stake of 2,445 shares — an estimated $155K sold.

Disciplined Equity Management first reported a position in ORLY in Q4 2023 and held it in 1 quarter. The position peaked at $155K in Q4 2023. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • Disciplined Equity Management reported no remaining O'Reilly Automotive position as of Q1 2024 after selling out during the quarter.
  • Disciplined Equity Management sold 2,445 O'Reilly Automotive shares in Q1 2024, an estimated $155K.
  • Disciplined Equity Management first reported a position in O'Reilly Automotive in Q4 2023 and held it in 1 quarter.
  • Disciplined Equity Management's O'Reilly Automotive position peaked at $155K in Q4 2023.
  • 1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on Disciplined Equity Management's 13F filing for Q1 2024, filed 3 May 2024.