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FormulaFolio Investments’s O'Reilly Automotive ORLY Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$11K Hold
300
– – ﹤0.01% 251
2021
Q1 		$11K Buy
+300
New +$9.29K ﹤0.01% 254

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

FormulaFolio Investments's ORLY Position: Q2 2021 in Review

FormulaFolio Investments held its O'Reilly Automotive (ORLY) position steady in Q2 2021 at 300 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

FormulaFolio Investments first reported a position in ORLY in Q1 2021 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold ORLY as of Q2 2021.

  • FormulaFolio Investments held 300 shares of O'Reilly Automotive worth $11K as of Q2 2021.
  • FormulaFolio Investments left its O'Reilly Automotive share count unchanged in Q2 2021.
  • O'Reilly Automotive made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #251 holding.
  • FormulaFolio Investments first reported a position in O'Reilly Automotive in Q1 2021 and has held it in 2 quarters since.
  • 948 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.