IberiaBank’s O'Reilly Automotive ORLY Stock Holding History

IberiaBank’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
2020 Q1	–	Sell	-7,005	Closed	-$205K	–	228
2019 Q4	$205K	Buy	+7,005	New	+$200K	0.02%	222
2019 Q3	–	Sell	-9,210	Closed	-$227K	–	237
2019 Q2	$227K	Buy	9,210 +375	+4%	+$9.5K	0.03%	230
2019 Q1	$229K	Sell	8,835 -255	-3%	-$6.17K	0.03%	226
2018 Q4	$209K	Buy	+9,090	New	+$207K	0.03%	232

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

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

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IberiaBank's ORLY Position: Q1 2020 in Review

IberiaBank sold out of O'Reilly Automotive (ORLY) in Q1 2020, closing a stake of 7,005 shares — an estimated $205K sold.

IberiaBank first reported a position in ORLY in Q4 2018 and held it in 4 quarters. The position peaked at $229K in Q1 2019. 800 funds tracked by Wall St. Rank hold ORLY as of Q1 2020.

IberiaBank reported no remaining O'Reilly Automotive position as of Q1 2020 after selling out during the quarter.
IberiaBank sold 7,005 O'Reilly Automotive shares in Q1 2020, an estimated $205K.
IberiaBank first reported a position in O'Reilly Automotive in Q4 2018 and held it in 4 quarters.
IberiaBank's O'Reilly Automotive position peaked at $229K in Q1 2019.
800 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2020.

Based on IberiaBank's 13F filing for Q1 2020, filed 16 Apr 2020.