EFG
ORLY icon

Ethos Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Ethos Financial 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
2024
Q4 		– Sell
-5,310
Closed -$408K – 416
2024
Q3 		$408K Buy
+5,310
New +$390K 0.07% 156

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

Ethos Financial Group's ORLY Position: Q4 2024 in Review

Ethos Financial Group sold out of O'Reilly Automotive (ORLY) in Q4 2024, closing a stake of 5,310 shares — an estimated $408K sold.

Ethos Financial Group first reported a position in ORLY in Q3 2024 and held it in 1 quarter. The position peaked at $408K in Q3 2024. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Ethos Financial Group reported no remaining O'Reilly Automotive position as of Q4 2024 after selling out during the quarter.
  • Ethos Financial Group sold 5,310 O'Reilly Automotive shares in Q4 2024, an estimated $408K.
  • Ethos Financial Group first reported a position in O'Reilly Automotive in Q3 2024 and held it in 1 quarter.
  • Ethos Financial Group's O'Reilly Automotive position peaked at $408K in Q3 2024.
  • 1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Ethos Financial Group's 13F filing for Q4 2024, filed 6 Feb 2025.