JA
ORLY icon

JOYN Advisors’s O'Reilly Automotive ORLY Stock Holding History

JOYN Advisors’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
2019
Q1 		– Sell
-2,880
Closed -$66K – 1002
2018
Q4 		$66K Sell
2,880
-270
-9% -$6.15K 0.02% 269
2018
Q3 		$73K Sell
3,150
-465
-13% -$9.88K 0.01% 293
2018
Q2 		$66K Sell
3,615
-5,325
-60% -$92.7K 0.01% 323
2018
Q1 		$147K Buy
+8,940
New +$151K 0.03% 160

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JOYN Advisors's ORLY Position: Q1 2019 in Review

JOYN Advisors sold out of O'Reilly Automotive (ORLY) in Q1 2019, closing a stake of 2,880 shares — an estimated $66K sold.

JOYN Advisors first reported a position in ORLY in Q1 2018 and held it in 4 quarters. The position peaked at $147K in Q1 2018. 875 funds tracked by Wall St. Rank hold ORLY as of Q1 2019.

  • JOYN Advisors reported no remaining O'Reilly Automotive position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 2,880 O'Reilly Automotive shares in Q1 2019, an estimated $66K.
  • JOYN Advisors first reported a position in O'Reilly Automotive in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's O'Reilly Automotive position peaked at $147K in Q1 2018.
  • 875 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.