HoyleCohen’s O'Reilly Automotive ORLY Stock Holding History

HoyleCohen’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
2024 Q2	$449K	Hold	6,375	–	–	0.03%	196
2024 Q1	$480K	Hold	6,375	–	–	0.04%	201
2023 Q4	$404K	Buy	6,375 +375	+6%	+$23.7K	0.03%	208
2023 Q3	$364K	Sell	6,000 -375	-6%	-$23.5K	0.03%	201
2023 Q2	$406K	Sell	6,375 -105	-2%	-$6.41K	0.04%	200
2023 Q1	$367K	Buy	6,480 +1,605	+33%	+$87.9K	0.03%	204
2022 Q4	$274K	Hold	4,875	–	–	0.03%	230
2022 Q3	$229K	Hold	4,875	–	–	0.03%	227
2022 Q2	$205K	Hold	4,875	–	–	0.02%	247
2022 Q1	$223K	Sell	4,875 -195	-4%	-$8.71K	0.02%	254
2021 Q4	$239K	Buy	+5,070	New	+$219K	0.02%	259

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HoyleCohen's ORLY Position: Q2 2024 in Review

HoyleCohen held its O'Reilly Automotive (ORLY) position steady in Q2 2024 at 6,375 shares worth $449K. The position accounts for 0.03% of the portfolio, ranked #196.

HoyleCohen first reported a position in ORLY in Q4 2021 and has held it in 11 quarters since. The position peaked at $480K in Q1 2024. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

HoyleCohen held 6,375 shares of O'Reilly Automotive worth $449K as of Q2 2024.
HoyleCohen left its O'Reilly Automotive share count unchanged in Q2 2024.
O'Reilly Automotive made up 0.03% of HoyleCohen's portfolio in Q2 2024, its #196 holding.
HoyleCohen first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 11 quarters since.
HoyleCohen's O'Reilly Automotive position peaked at $480K in Q1 2024.
1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.