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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 $6.73T AUM 46.02% 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 $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Hefty Wealth Partners's ORLY Position: Q4 2017 in Review

Hefty Wealth Partners sold out of O'Reilly Automotive (ORLY) in Q4 2017, closing a stake of 195 shares — an estimated $3K sold.

Hefty Wealth Partners first reported a position in ORLY in Q4 2015 and held it in 8 quarters. The position peaked at $3K in Q3 2017. 676 funds tracked by Wall St. Rank hold ORLY as of Q4 2017.

  • Hefty Wealth Partners reported no remaining O'Reilly Automotive position as of Q4 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 195 O'Reilly Automotive shares in Q4 2017, an estimated $3K.
  • Hefty Wealth Partners first reported a position in O'Reilly Automotive in Q4 2015 and held it in 8 quarters.
  • Hefty Wealth Partners's O'Reilly Automotive position peaked at $3K in Q3 2017.
  • 676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2017.

Based on Hefty Wealth Partners's 13F filing for Q4 2017, filed 3 Jan 2018.