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Janiczek Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Janiczek Wealth 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
2024
Q2 		$44.4K Buy
630
+105
+20% +$7.26K 0.01% 425
2024
Q1 		$39.5K Buy
525
+30
+6% +$2.1K 0.01% 446
2023
Q4 		$31.4K Sell
495
-150
-23% -$9.48K 0.01% 480
2023
Q3 		$39.1K Buy
+645
New +$40.5K 0.01% 399
2023
Q1 		– Sell
-30
Closed -$1.62K – 1056
2022
Q4 		$1.62K Buy
30
+15
+100% +$807 ﹤0.01% 807
2022
Q3 		$1K Hold
15
– – ﹤0.01% 858
2022
Q2 		$1K Sell
15
-15
-50% -$645 ﹤0.01% 893
2022
Q1 		$1K Hold
30
– – ﹤0.01% 885
2021
Q4 		$1K Hold
30
– – ﹤0.01% 946
2021
Q3 		$1K Buy
+30
New +$1.2K ﹤0.01% 918
2021
Q1 		– Sell
-15
Closed – – 882
2020
Q4 		$0 Buy
+15
New +$453 ﹤0.01% 808

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janiczek Wealth Management's ORLY Position: Q2 2024 in Review

Janiczek Wealth Management increased its O'Reilly Automotive (ORLY) stake by 20% in Q2 2024, buying an estimated $7.26K and bringing the position to 630 shares worth $44.4K. The position accounts for 0.01% of the portfolio, ranked #425.

Janiczek Wealth Management first reported a position in ORLY in Q4 2020 and has held it in 11 quarters since. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

  • Janiczek Wealth Management held 630 shares of O'Reilly Automotive worth $44.4K as of Q2 2024.
  • Janiczek Wealth Management bought 105 O'Reilly Automotive shares in Q2 2024, an estimated $7.26K.
  • O'Reilly Automotive made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #425 holding.
  • Janiczek Wealth Management first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 11 quarters since.
  • 1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.