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Heritage Financial Services’s O'Reilly Automotive ORLY Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-810
Closed -$34K – 344
2022
Q2 		$34K Buy
+810
New +$34.8K 0.02% 193

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Heritage Financial Services's ORLY Position: Q3 2022 in Review

Heritage Financial Services sold out of O'Reilly Automotive (ORLY) in Q3 2022, closing a stake of 810 shares — an estimated $34K sold.

Heritage Financial Services first reported a position in ORLY in Q2 2022 and held it in 1 quarter. The position peaked at $34K in Q2 2022. 1,092 funds tracked by Wall St. Rank hold ORLY as of Q3 2022.

  • Heritage Financial Services reported no remaining O'Reilly Automotive position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 810 O'Reilly Automotive shares in Q3 2022, an estimated $34K.
  • Heritage Financial Services first reported a position in O'Reilly Automotive in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's O'Reilly Automotive position peaked at $34K in Q2 2022.
  • 1,092 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.