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Houlihan Financial Resource Group’s O'Reilly Automotive ORLY Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-3,720
Closed -$227K – 141
2023
Q2 		$227K Buy
+3,720
New +$227K 0.01% 124

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Houlihan Financial Resource Group's ORLY Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of O'Reilly Automotive (ORLY) in Q3 2023, closing a stake of 3,720 shares — an estimated $227K sold.

Houlihan Financial Resource Group first reported a position in ORLY in Q2 2023 and held it in 1 quarter. The position peaked at $227K in Q2 2023. 1,239 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining O'Reilly Automotive position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 3,720 O'Reilly Automotive shares in Q3 2023, an estimated $227K.
  • Houlihan Financial Resource Group first reported a position in O'Reilly Automotive in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's O'Reilly Automotive position peaked at $227K in Q2 2023.
  • 1,239 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.