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Edge Capital Group’s O'Reilly Automotive ORLY Stock Holding History

Edge Capital Group’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
-4,335
Closed -$203K – 398
2022
Q3 		$203K Buy
+4,335
New +$202K 0.02% 272
2019
Q3 		– Sell
-11,610
Closed -$286K – 247
2019
Q2 		$286K Buy
+11,610
New +$294K 0.03% 216

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Edge Capital Group's ORLY Position: Q4 2022 in Review

Edge Capital Group sold out of O'Reilly Automotive (ORLY) in Q4 2022, closing a stake of 4,335 shares — an estimated $203K sold.

Edge Capital Group first reported a position in ORLY in Q2 2019 and held it in 2 quarters. The position peaked at $286K in Q2 2019. 1,197 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • Edge Capital Group reported no remaining O'Reilly Automotive position as of Q4 2022 after selling out during the quarter.
  • Edge Capital Group sold 4,335 O'Reilly Automotive shares in Q4 2022, an estimated $203K.
  • Edge Capital Group first reported a position in O'Reilly Automotive in Q2 2019 and held it in 2 quarters.
  • Edge Capital Group's O'Reilly Automotive position peaked at $286K in Q2 2019.
  • 1,197 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Edge Capital Group's 13F filing for Q4 2022, filed 7 Feb 2023.