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Eudaimonia Partners’s O'Reilly Automotive ORLY Stock Holding History

Eudaimonia Partners’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
2023
Q3 		– Sell
-3,255
Closed -$207K – 348
2023
Q2 		$207K Buy
+3,255
New +$199K 0.05% 314
2021
Q2 		– Sell
-2,520
Closed -$85K – 1046
2021
Q1 		$85K Hold
2,520
– – 0.02% 509
2020
Q4 		$76K Hold
2,520
– – 0.02% 508
2020
Q3 		$77K Hold
2,520
– – 0.02% 462
2020
Q2 		$71K Hold
2,520
– – 0.03% 421
2020
Q1 		$51K Buy
2,520
+1,425
+130% +$36.4K 0.02% 461
2019
Q4 		$32K Buy
+1,095
New +$31.3K 0.01% 590

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Eudaimonia Partners's ORLY Position: Q3 2023 in Review

Eudaimonia Partners sold out of O'Reilly Automotive (ORLY) in Q3 2023, closing a stake of 3,255 shares — an estimated $207K sold.

Eudaimonia Partners first reported a position in ORLY in Q4 2019 and held it in 7 quarters. The position peaked at $207K in Q2 2023. 1,239 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

  • Eudaimonia Partners reported no remaining O'Reilly Automotive position as of Q3 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 3,255 O'Reilly Automotive shares in Q3 2023, an estimated $207K.
  • Eudaimonia Partners first reported a position in O'Reilly Automotive in Q4 2019 and held it in 7 quarters.
  • Eudaimonia Partners's O'Reilly Automotive position peaked at $207K in Q2 2023.
  • 1,239 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Eudaimonia Partners's 13F filing for Q3 2023, filed 24 Oct 2023.