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Ground Swell Capital’s O'Reilly Automotive ORLY Stock Holding History

Ground Swell Capital’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
Q4 		– Sell
-8,685
Closed -$526K – 103
2023
Q3 		$526K Sell
8,685
-2,055
-19% -$129K 0.86% 13
2023
Q2 		$684K Buy
+10,740
New +$656K 1.65% 9
2023
Q1 		– Sell
-4,260
Closed -$240K – 95
2022
Q4 		$240K Buy
+4,260
New +$229K 1.06% 27
2014
Q3 		$26K Buy
2,610
+810
+45% +$8.27K 0.05% 425
2014
Q2 		$18K Buy
+1,800
New +$17.8K 0.03% 453

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Ground Swell Capital's ORLY Position: Q4 2023 in Review

Ground Swell Capital sold out of O'Reilly Automotive (ORLY) in Q4 2023, closing a stake of 8,685 shares — an estimated $526K sold.

Ground Swell Capital first reported a position in ORLY in Q2 2014 and held it in 5 quarters. The position peaked at $684K in Q2 2023. 1,330 funds tracked by Wall St. Rank hold ORLY as of Q4 2023.

  • Ground Swell Capital reported no remaining O'Reilly Automotive position as of Q4 2023 after selling out during the quarter.
  • Ground Swell Capital sold 8,685 O'Reilly Automotive shares in Q4 2023, an estimated $526K.
  • Ground Swell Capital first reported a position in O'Reilly Automotive in Q2 2014 and held it in 5 quarters.
  • Ground Swell Capital's O'Reilly Automotive position peaked at $684K in Q2 2023.
  • 1,330 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2023.

Based on Ground Swell Capital's 13F filing for Q4 2023, filed 13 Feb 2024.