HCM
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Herndon Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Herndon Capital Management’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
Q2 		$10K Sell
690
-720
-51% -$11.8K ﹤0.01% 135
2017
Q1 		$25K Buy
1,410
+390
+38% +$7.04K ﹤0.01% 85
2016
Q4 		$19K Sell
1,020
-135
-12% -$2.47K ﹤0.01% 110
2016
Q3 		$22K Sell
1,155
-3,825
-77% -$71.7K ﹤0.01% 134
2016
Q2 		$90K Buy
4,980
+135
+3% +$2.39K ﹤0.01% 119
2016
Q1 		$88K Buy
4,845
+90
+2% +$1.54K ﹤0.01% 133
2015
Q4 		$80K Buy
4,755
+3,870
+437% +$67.1K ﹤0.01% 140
2015
Q3 		$15K Hold
885
– – ﹤0.01% 158
2015
Q2 		$13K Hold
885
– – ﹤0.01% 162
2015
Q1 		$12K Buy
+885
New +$11.9K ﹤0.01% 159

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return