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

EPG 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
Q2 		– Sell
-960
Closed -$19K – 577
2020
Q1 		$19K Buy
960
+15
+2% +$383 0.01% 406
2019
Q4 		$28K Buy
+945
New +$27K 0.02% 299

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 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

EPG Wealth Management's ORLY Position: Q2 2020 in Review

EPG Wealth Management sold out of O'Reilly Automotive (ORLY) in Q2 2020, closing a stake of 960 shares — an estimated $19K sold.

EPG Wealth Management first reported a position in ORLY in Q4 2019 and held it in 2 quarters. The position peaked at $28K in Q4 2019. 851 funds tracked by Wall St. Rank hold ORLY as of Q2 2020.

  • EPG Wealth Management reported no remaining O'Reilly Automotive position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 960 O'Reilly Automotive shares in Q2 2020, an estimated $19K.
  • EPG Wealth Management first reported a position in O'Reilly Automotive in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's O'Reilly Automotive position peaked at $28K in Q4 2019.
  • 851 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.