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IFC Holdings’s O'Reilly Automotive ORLY Stock Holding History

IFC Holdings’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
Q3 		– Sell
-36,405
Closed -$533K – 528
2017
Q2 		$533K Buy
36,405
+9,240
+34% +$151K 0.04% 286
2017
Q1 		$489K Buy
27,165
+660
+2% +$11.9K 0.04% 263
2016
Q4 		$492K Buy
26,505
+1,725
+7% +$31.5K 0.05% 232
2016
Q3 		$462K Buy
24,780
+1,050
+4% +$19.7K 0.05% 235
2016
Q2 		$432K Sell
23,730
-120
-0.5% -$2.12K 0.05% 235
2016
Q1 		$441K Sell
23,850
-20,280
-46% -$346K 0.06% 222
2015
Q4 		$744K Buy
44,130
+7,905
+22% +$137K 0.1% 151
2015
Q3 		$607K Buy
36,225
+3,870
+12% +$62.5K 0.09% 159
2015
Q2 		$500K Sell
32,355
-330
-1% -$4.89K 0.07% 204
2015
Q1 		$467K Buy
32,685
+10,260
+46% +$138K 0.07% 211
2014
Q4 		$289K Buy
+22,425
New +$263K 0.05% 279

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFC Holdings's ORLY Position: Q3 2017 in Review

IFC Holdings sold out of O'Reilly Automotive (ORLY) in Q3 2017, closing a stake of 36,405 shares — an estimated $533K sold.

IFC Holdings first reported a position in ORLY in Q4 2014 and held it in 11 quarters. The position peaked at $744K in Q4 2015. 634 funds tracked by Wall St. Rank hold ORLY as of Q3 2017.

  • IFC Holdings reported no remaining O'Reilly Automotive position as of Q3 2017 after selling out during the quarter.
  • IFC Holdings sold 36,405 O'Reilly Automotive shares in Q3 2017, an estimated $533K.
  • IFC Holdings first reported a position in O'Reilly Automotive in Q4 2014 and held it in 11 quarters.
  • IFC Holdings's O'Reilly Automotive position peaked at $744K in Q4 2015.
  • 634 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2017.

Based on IFC Holdings's 13F filing for Q3 2017, filed 26 Oct 2017.