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Eagle Ridge Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Eagle Ridge Investment 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
Q4 		$41.1M Sell
519,960
-8,565
-2% -$691K 3.59% 5
2024
Q3 		$40.6M Buy
528,525
+855
+0.2% +$62.8K 3.56% 5
2024
Q2 		$37.2M Sell
527,670
-2,670
-0.5% -$185K 3.44% 6
2024
Q1 		$39.9M Sell
530,340
-30,510
-5% -$2.13M 3.68% 5
2023
Q4 		$35.5M Sell
560,850
-23,955
-4% -$1.51M 3.48% 5
2023
Q3 		$35.4M Sell
584,805
-20,970
-3% -$1.32M 3.86% 3
2023
Q2 		$38.6M Sell
605,775
-4,845
-0.8% -$296K 4.05% 4
2023
Q1 		$34.6M Sell
610,620
-17,790
-3% -$975K 3.89% 3
2022
Q4 		$35.4M Sell
628,410
-13,725
-2% -$738K 4.12% 4
2022
Q3 		$30.1M Sell
642,135
-23,085
-3% -$1.08M 3.78% 4
2022
Q2 		$28M Sell
665,220
-70,800
-10% -$3.05M 3.38% 4
2022
Q1 		$33.6M Sell
736,020
-7,485
-1% -$334K 3.58% 4
2021
Q4 		$35M Sell
743,505
-13,980
-2% -$605K 3.66% 4
2021
Q3 		$30.9M Buy
757,485
+6,195
+0.8% +$248K 3.44% 5
2021
Q2 		$28.4M Sell
751,290
-9,225
-1% -$331K 3.29% 5
2021
Q1 		$25.7M Sell
760,515
-28,305
-4% -$877K 3.11% 5
2020
Q4 		$23.8M Sell
788,820
-7,650
-1% -$231K 3.01% 5
2020
Q3 		$24.5M Sell
796,470
-2,805
-0.4% -$85.2K 3.42% 4
2020
Q2 		$22.5M Sell
799,275
-107,055
-12% -$2.8M 3.4% 5
2020
Q1 		$18.2M Sell
906,330
-13,830
-2% -$353K 3.16% 7
2019
Q4 		$26.9M Sell
920,160
-26,340
-3% -$754K 3.61% 3
2019
Q3 		$25.1M Sell
946,500
-115,080
-11% -$2.97M 3.64% 3
2019
Q2 		$26.1M Sell
1,061,580
-6,855
-0.6% -$174K 3.79% 3
2019
Q1 		$27.7M Sell
1,068,435
-6,570
-0.6% -$159K 4.07% 2
2018
Q4 		$24.7M Buy
1,075,005
+1,605
+0.1% +$36.5K 4.19% 2
2018
Q3 		$24.9M Sell
1,073,400
-12,420
-1% -$264K 3.58% 2
2018
Q2 		$19.8M Sell
1,085,820
-7,635
-0.7% -$133K 2.99% 4
2018
Q1 		$18M Sell
1,093,455
-1,395
-0.1% -$23.6K 2.78% 5
2017
Q4 		$17.6M Sell
1,094,850
-5,610
-0.5% -$83.5K 2.71% 4
2017
Q3 		$15.8M Buy
1,100,460
+726,870
+195% +$9.59M 2.62% 5
2017
Q2 		$5.45M Buy
373,590
+19,395
+5% +$317K 1.04% 51
2017
Q1 		$6.37M Buy
354,195
+20,580
+6% +$372K 1.25% 34
2016
Q4 		$6.19M Buy
333,615
+2,325
+0.7% +$42.5K 1.29% 30
2016
Q3 		$6.19M Hold
331,290
– – 1.37% 25
2016
Q2 		$5.99M Buy
331,290
+6,750
+2% +$119K 1.37% 24
2016
Q1 		$5.92M Buy
324,540
+75
+0% +$1.28K 1.39% 24
2015
Q4 		$5.48M Sell
324,465
-4,500
-1% -$78K 1.31% 30
2015
Q3 		$5.48M Buy
+328,965
New +$5.31M 1.41% 27

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Eagle Ridge Investment Management's ORLY Position: Q4 2024 in Review

Eagle Ridge Investment Management reduced its O'Reilly Automotive (ORLY) stake by 1.6% in Q4 2024, selling an estimated $691K and leaving 519,960 shares worth $41.1M. The position accounts for 3.59% of the portfolio, ranked #5.

Eagle Ridge Investment Management first reported a position in ORLY in Q3 2015 and has held it in 38 quarters since. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Eagle Ridge Investment Management held 519,960 shares of O'Reilly Automotive worth $41.1M as of Q4 2024.
  • Eagle Ridge Investment Management sold 8,565 O'Reilly Automotive shares in Q4 2024, an estimated $691K.
  • O'Reilly Automotive made up 3.59% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #5 holding.
  • Eagle Ridge Investment Management first reported a position in O'Reilly Automotive in Q3 2015 and has held it in 38 quarters since.
  • 1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.