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Halpern Financial’s O'Reilly Automotive ORLY Stock Holding History

Halpern Financial’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
Q1 		– Sell
-210
Closed -$6.34K – 273
2020
Q4 		$6.34K Hold
210
– – ﹤0.01% 151
2020
Q3 		$6.46K Buy
+210
New +$6.38K ﹤0.01% 139

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Halpern Financial's ORLY Position: Q1 2021 in Review

Halpern Financial sold out of O'Reilly Automotive (ORLY) in Q1 2021, closing a stake of 210 shares — an estimated $6.34K sold.

Halpern Financial first reported a position in ORLY in Q3 2020 and held it in 2 quarters. The position peaked at $6.46K in Q3 2020. 932 funds tracked by Wall St. Rank hold ORLY as of Q1 2021.

  • Halpern Financial reported no remaining O'Reilly Automotive position as of Q1 2021 after selling out during the quarter.
  • Halpern Financial sold 210 O'Reilly Automotive shares in Q1 2021, an estimated $6.34K.
  • Halpern Financial first reported a position in O'Reilly Automotive in Q3 2020 and held it in 2 quarters.
  • Halpern Financial's O'Reilly Automotive position peaked at $6.46K in Q3 2020.
  • 932 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2021.

Based on Halpern Financial's 13F filing for Q1 2021, filed 21 Sep 2023.