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Jay D. Rosenbaum’s O'Reilly Automotive ORLY Stock Holding History

Jay D. Rosenbaum’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
2022
Q4 		– Sell
-4,275
Closed -$200K – 56
2022
Q3 		$200K Sell
4,275
-1,200
-22% -$56K 0.46% 55
2022
Q2 		$231K Hold
5,475
– – 0.45% 56
2022
Q1 		$250K Hold
5,475
– – 0.4% 57
2021
Q4 		$258K Buy
+5,475
New +$237K 0.38% 57

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Jay D. Rosenbaum's ORLY Position: Q4 2022 in Review

Jay D. Rosenbaum sold out of O'Reilly Automotive (ORLY) in Q4 2022, closing a stake of 4,275 shares — an estimated $200K sold.

Jay D. Rosenbaum first reported a position in ORLY in Q4 2021 and held it in 4 quarters. The position peaked at $258K in Q4 2021. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • Jay D. Rosenbaum reported no remaining O'Reilly Automotive position as of Q4 2022 after selling out during the quarter.
  • Jay D. Rosenbaum sold 4,275 O'Reilly Automotive shares in Q4 2022, an estimated $200K.
  • Jay D. Rosenbaum first reported a position in O'Reilly Automotive in Q4 2021 and held it in 4 quarters.
  • Jay D. Rosenbaum's O'Reilly Automotive position peaked at $258K in Q4 2021.
  • 1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Jay D. Rosenbaum's 13F filing for Q4 2022, filed 9 Feb 2023.