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Endurance Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Endurance Wealth 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
2020
Q1 		– Sell
-195
Closed -$6K – 580
2019
Q4 		$6K Buy
+195
New +$5.58K ﹤0.01% 453

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
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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Endurance Wealth Management's ORLY Position: Q1 2020 in Review

Endurance Wealth Management sold out of O'Reilly Automotive (ORLY) in Q1 2020, closing a stake of 195 shares — an estimated $6K sold.

Endurance Wealth Management first reported a position in ORLY in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 799 funds tracked by Wall St. Rank hold ORLY as of Q1 2020.

  • Endurance Wealth Management reported no remaining O'Reilly Automotive position as of Q1 2020 after selling out during the quarter.
  • Endurance Wealth Management sold 195 O'Reilly Automotive shares in Q1 2020, an estimated $6K.
  • Endurance Wealth Management first reported a position in O'Reilly Automotive in Q4 2019 and held it in 1 quarter.
  • Endurance Wealth Management's O'Reilly Automotive position peaked at $6K in Q4 2019.
  • 799 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2020.

Based on Endurance Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.