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First Foundation Advisors’s O'Reilly Automotive ORLY Stock Holding History

First Foundation Advisors’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
Q3 		– Sell
-1,215
Closed -$85.5K – 423
2024
Q2 		$85.5K Sell
1,215
-270
-18% -$18.7K ﹤0.01% 381
2024
Q1 		$112K Buy
1,485
+30
+2% +$2.1K ﹤0.01% 370
2023
Q4 		$92.2K Sell
1,455
-2,430
-63% -$154K ﹤0.01% 387
2023
Q3 		$235K Sell
3,885
-1,095
-22% -$68.7K 0.01% 363
2023
Q2 		$317K Buy
4,980
+1,260
+34% +$76.9K 0.01% 309
2023
Q1 		$211K Sell
3,720
-375
-9% -$20.5K 0.01% 357
2022
Q4 		$230K Buy
+4,095
New +$220K 0.01% 346
2022
Q2 		– Sell
-6,090
Closed -$278K – 439
2022
Q1 		$278K Buy
6,090
+735
+14% +$32.8K 0.01% 346
2021
Q4 		$252K Buy
5,355
+60
+1% +$2.6K 0.01% 371
2021
Q3 		$216K Buy
+5,295
New +$212K 0.01% 411
2020
Q3 		– Sell
-7,680
Closed -$216K – 382
2020
Q2 		$216K Sell
7,680
-16,410
-68% -$429K 0.01% 326
2020
Q1 		$483K Sell
24,090
-25,200
-51% -$644K 0.03% 229
2019
Q4 		$1.44M Sell
49,290
-664,845
-93% -$19M 0.07% 155
2019
Q3 		$19M Buy
714,135
+22,410
+3% +$579K 1.01% 22
2019
Q2 		$17M Buy
691,725
+429,705
+164% +$10.9M 0.95% 22
2019
Q1 		$6.78M Buy
262,020
+222,240
+559% +$5.38M 0.4% 54
2018
Q4 		$913K Buy
39,780
+25,350
+176% +$577K 0.06% 190
2018
Q3 		$334K Buy
+14,430
New +$307K 0.02% 276

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Foundation Advisors's ORLY Position: Q3 2024 in Review

First Foundation Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2024, closing a stake of 1,215 shares — an estimated $85.5K sold.

First Foundation Advisors first reported a position in ORLY in Q3 2018 and held it in 18 quarters. The position peaked at $19M in Q3 2019. 1,390 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

  • First Foundation Advisors reported no remaining O'Reilly Automotive position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 1,215 O'Reilly Automotive shares in Q3 2024, an estimated $85.5K.
  • First Foundation Advisors first reported a position in O'Reilly Automotive in Q3 2018 and held it in 18 quarters.
  • First Foundation Advisors's O'Reilly Automotive position peaked at $19M in Q3 2019.
  • 1,390 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.