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IMS Capital Management’s O'Reilly Automotive ORLY Stock Holding History

IMS Capital Management’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
2018
Q4 		– Sell
-525
Closed -$12K – 285
2018
Q3 		$12K Buy
+525
New +$11.2K 0.01% 299

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IMS Capital Management's ORLY Position: Q4 2018 in Review

IMS Capital Management sold out of O'Reilly Automotive (ORLY) in Q4 2018, closing a stake of 525 shares — an estimated $12K sold.

IMS Capital Management first reported a position in ORLY in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 827 funds tracked by Wall St. Rank hold ORLY as of Q4 2018.

  • IMS Capital Management reported no remaining O'Reilly Automotive position as of Q4 2018 after selling out during the quarter.
  • IMS Capital Management sold 525 O'Reilly Automotive shares in Q4 2018, an estimated $12K.
  • IMS Capital Management first reported a position in O'Reilly Automotive in Q3 2018 and held it in 1 quarter.
  • IMS Capital Management's O'Reilly Automotive position peaked at $12K in Q3 2018.
  • 827 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.