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Howe & Rusling’s O'Reilly Automotive ORLY Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-195
Closed -$9K – 1061
2021
Q4 		$9K Sell
195
-60
-24% -$2.6K ﹤0.01% 559
2021
Q3 		$10K Sell
255
-45
-15% -$1.8K ﹤0.01% 519
2021
Q2 		$11K Sell
300
-15
-5% -$538 ﹤0.01% 481
2021
Q1 		$11K Sell
315
-90
-22% -$2.79K ﹤0.01% 479
2020
Q4 		$12K Hold
405
– – ﹤0.01% 466
2020
Q3 		$12K Hold
405
– – ﹤0.01% 415
2020
Q2 		$11K Buy
405
+45
+13% +$1.18K ﹤0.01% 429
2020
Q1 		$7K Sell
360
-180
-33% -$4.6K ﹤0.01% 469
2019
Q4 		$16K Hold
540
– – ﹤0.01% 407
2019
Q3 		$14K Hold
540
– – ﹤0.01% 429
2019
Q2 		$13K Sell
540
-30
-5% -$760 ﹤0.01% 423
2019
Q1 		$15K Buy
570
+45
+9% +$1.09K ﹤0.01% 401
2018
Q4 		$12K Buy
525
+15
+3% +$341 ﹤0.01% 418
2018
Q3 		$12K Buy
+510
New +$10.8K ﹤0.01% 471
2017
Q3 		– Sell
-2,250
Closed -$33K – 941
2017
Q2 		$33K Hold
2,250
– – 0.01% 316
2017
Q1 		$40K Hold
2,250
– – 0.01% 285
2016
Q4 		$42K Hold
2,250
– – 0.01% 282
2016
Q3 		$42K Buy
+2,250
New +$42.2K 0.01% 274
2016
Q2 		– Sell
-75
Closed -$1K – 1029
2016
Q1 		$1K Sell
75
-150
-67% -$2.56K ﹤0.01% 949
2015
Q4 		$4K Hold
225
– – ﹤0.01% 687
2015
Q3 		$4K Hold
225
– – ﹤0.01% 684
2015
Q2 		$3K Buy
+225
New +$3.34K ﹤0.01% 786
2015
Q1 		– Sell
-900
Closed -$12K – 969
2014
Q4 		$12K Hold
900
– – ﹤0.01% 470
2014
Q3 		$9K Buy
+900
New +$9.19K ﹤0.01% 509

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Howe & Rusling's ORLY Position: Q1 2022 in Review

Howe & Rusling sold out of O'Reilly Automotive (ORLY) in Q1 2022, closing a stake of 195 shares — an estimated $9K sold.

Howe & Rusling first reported a position in ORLY in Q3 2014 and held it in 24 quarters. The position peaked at $42K in Q4 2016. 1,113 funds tracked by Wall St. Rank hold ORLY as of Q1 2022.

  • Howe & Rusling reported no remaining O'Reilly Automotive position as of Q1 2022 after selling out during the quarter.
  • Howe & Rusling sold 195 O'Reilly Automotive shares in Q1 2022, an estimated $9K.
  • Howe & Rusling first reported a position in O'Reilly Automotive in Q3 2014 and held it in 24 quarters.
  • Howe & Rusling's O'Reilly Automotive position peaked at $42K in Q4 2016.
  • 1,113 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2022.

Based on Howe & Rusling's 13F filing for Q1 2022, filed 10 May 2022.