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First Trust Direct Indexing’s O'Reilly Automotive ORLY Stock Holding History

First Trust Direct Indexing’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
-33,120
Closed -$2.54M – 639
2024
Q3 		$2.54M Buy
33,120
+9,615
+41% +$706K 0.14% 151
2024
Q2 		$1.65M Buy
23,505
+5,505
+31% +$381K 0.1% 201
2024
Q1 		$1.35M Buy
18,000
+1,515
+9% +$106K 0.1% 221
2023
Q4 		$1.04M Buy
16,485
+3,300
+25% +$209K 0.09% 248
2023
Q3 		$799K Buy
13,185
+1,920
+17% +$120K 0.09% 265
2023
Q2 		$717K Buy
11,265
+525
+5% +$32.1K 0.08% 301
2023
Q1 		$608K Buy
10,740
+660
+7% +$36.2K 0.07% 344
2022
Q4 		$567K Sell
10,080
-60
-0.6% -$3.23K 0.08% 345
2022
Q3 		$475K Buy
10,140
+1,605
+19% +$74.8K 0.07% 352
2022
Q2 		$359K Buy
8,535
+120
+1% +$5.16K 0.05% 419
2022
Q1 		$384K Buy
8,415
+870
+12% +$38.9K 0.05% 431
2021
Q4 		$355K Sell
7,545
-7,755
-51% -$336K 0.05% 449
2021
Q3 		$623K Sell
15,300
-3,585
-19% -$143K 0.09% 287
2021
Q2 		$713K Buy
18,885
+2,220
+13% +$79.6K 0.11% 250
2021
Q1 		$564K Buy
16,665
+225
+1% +$6.97K 0.15% 185
2020
Q4 		$496K Buy
+16,440
New +$496K 0.13% 189

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

First Trust Direct Indexing's ORLY Position: Q4 2024 in Review

First Trust Direct Indexing sold out of O'Reilly Automotive (ORLY) in Q4 2024, closing a stake of 33,120 shares — an estimated $2.54M sold.

First Trust Direct Indexing first reported a position in ORLY in Q4 2020 and held it in 16 quarters. The position peaked at $2.54M in Q3 2024. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • First Trust Direct Indexing reported no remaining O'Reilly Automotive position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 33,120 O'Reilly Automotive shares in Q4 2024, an estimated $2.54M.
  • First Trust Direct Indexing first reported a position in O'Reilly Automotive in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's O'Reilly Automotive position peaked at $2.54M in Q3 2024.
  • 1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.