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Financial Architects (New Jersey)’s O'Reilly Automotive ORLY Stock Holding History

Financial Architects (New Jersey)’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
2018
Q2 		– Sell
-15,000
Closed -$247K – 1452
2018
Q1 		$247K Sell
15,000
-7,500
-33% -$127K 0.05% 269
2017
Q4 		$361K Buy
+22,500
New +$335K 0.06% 209

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Architects (New Jersey)'s ORLY Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of O'Reilly Automotive (ORLY) in Q3 2020, closing a stake of 120 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in ORLY in Q1 2016 and held it in 18 quarters. The position peaked at $562K in Q1 2019. 874 funds tracked by Wall St. Rank hold ORLY as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining O'Reilly Automotive position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 120 O'Reilly Automotive shares in Q3 2020, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in O'Reilly Automotive in Q1 2016 and held it in 18 quarters.
  • Financial Architects (New Jersey)'s O'Reilly Automotive position peaked at $562K in Q1 2019.
  • 874 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.