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

Edge 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
2018
Q2 		$2.05M Buy
112,545
+12,015
+12% +$209K 0.18% 117
2018
Q1 		$1.66M Buy
100,530
+2,010
+2% +$34K 0.16% 128
2017
Q4 		$1.58M Buy
98,520
+4,365
+5% +$65K 0.16% 125
2017
Q3 		$1.35M Buy
94,155
+20,145
+27% +$266K 0.15% 127
2017
Q2 		$1.08M Buy
74,010
+22,005
+42% +$359K 0.12% 151
2017
Q1 		$934K Buy
52,005
+11,355
+28% +$205K 0.11% 157
2016
Q4 		$754K Buy
+40,650
New +$743K 0.1% 173

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Advisors's ORLY Position: Q2 2018 in Review

Edge Advisors increased its O'Reilly Automotive (ORLY) stake by 12% in Q2 2018, buying an estimated $209K and bringing the position to 112,545 shares worth $2.05M. The position accounts for 0.18% of the portfolio, ranked #117.

Edge Advisors first reported a position in ORLY in Q4 2016 and has held it in 7 quarters since. 734 funds tracked by Wall St. Rank hold ORLY as of Q2 2018.

  • Edge Advisors held 112,545 shares of O'Reilly Automotive worth $2.05M as of Q2 2018.
  • Edge Advisors bought 12,015 O'Reilly Automotive shares in Q2 2018, an estimated $209K.
  • O'Reilly Automotive made up 0.18% of Edge Advisors's portfolio in Q2 2018, its #117 holding.
  • Edge Advisors first reported a position in O'Reilly Automotive in Q4 2016 and has held it in 7 quarters since.
  • 734 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.