HWP
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Hefty Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

Hefty Wealth Partners’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
2017
Q4 		– Sell
-195
Closed -$3K – 262
2017
Q3 		$3K Hold
195
– – ﹤0.01% 226
2017
Q2 		$2K Hold
195
– – ﹤0.01% 224
2017
Q1 		$3K Hold
195
– – ﹤0.01% 220
2016
Q4 		$3K Hold
195
– – ﹤0.01% 213
2016
Q3 		$3K Hold
195
– – ﹤0.01% 215
2016
Q2 		$3K Hold
195
– – ﹤0.01% 188
2016
Q1 		$3K Hold
195
– – ﹤0.01% 195
2015
Q4 		$3K Buy
+195
New +$3.38K ﹤0.01% 184

Other funds holding ORLY

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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 $6.12B AUM 15.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return