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JP Morgan Private Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$17M Sell
280,530
-4,320
-2% -$271K 0.05% 296
2023
Q2 		$18.1M Sell
284,850
-29,550
-9% -$1.8M 0.09% 169
2023
Q1 		$17.8M Sell
314,400
-28,155
-8% -$1.54M 0.04% 325
2022
Q4 		$19.3M Buy
342,555
+104,190
+44% +$5.6M 0.04% 310
2022
Q3 		$11.2M Buy
238,365
+20,340
+9% +$948K 0.03% 375
2022
Q2 		$9.18M Buy
218,025
+48,150
+28% +$2.07M 0.02% 422
2022
Q1 		$7.76M Sell
169,875
-7,365
-4% -$329K 0.02% 511
2021
Q4 		$8.35M Buy
177,240
+21,000
+13% +$909K 0.02% 479
2021
Q3 		$6.37M Sell
156,240
-35,835
-19% -$1.43M 0.02% 535
2021
Q2 		$7.25M Buy
192,075
+7,455
+4% +$267K 0.02% 494
2021
Q1 		$6.24M Sell
184,620
-624,240
-77% -$19.3M 0.02% 456
2020
Q4 		$24.4M Buy
808,860
+117,750
+17% +$3.55M 0.08% 224
2020
Q3 		$21.2M Buy
691,110
+111,345
+19% +$3.38M 0.08% 206
2020
Q2 		$16.3M Buy
579,765
+43,605
+8% +$1.14M 0.07% 216
2020
Q1 		$10.8M Sell
536,160
-118,215
-18% -$3.02M 0.06% 254
2019
Q4 		$19.1M Buy
654,375
+52,575
+9% +$1.5M 0.09% 203
2019
Q3 		$16M Buy
601,800
+175,200
+41% +$4.53M 0.08% 220
2019
Q2 		$10.5M Buy
426,600
+130,455
+44% +$3.3M 0.06% 275
2019
Q1 		$7.67M Sell
296,145
-22,980
-7% -$556K 0.04% 323
2018
Q4 		$7.33M Buy
319,125
+62,175
+24% +$1.42M 0.04% 298
2018
Q3 		$5.95M Buy
256,950
+23,280
+10% +$495K 0.03% 387
2018
Q2 		$4.26M Buy
233,670
+15,930
+7% +$277K 0.02% 428
2018
Q1 		$3.59M Buy
217,740
+9,030
+4% +$153K 0.02% 382
2017
Q4 		$3.35M Buy
208,710
+15,345
+8% +$228K 0.02% 389
2017
Q3 		$2.78M Buy
193,365
+45,930
+31% +$606K 0.02% 412
2017
Q2 		$2.15M Buy
147,435
+34,710
+31% +$567K 0.02% 443
2017
Q1 		$2.03M Buy
112,725
+42,375
+60% +$765K 0.02% 467
2016
Q4 		$1.31M Buy
70,350
+4,560
+7% +$83.3K 0.01% 527
2016
Q3 		$1.23M Buy
65,790
+9,120
+16% +$171K 0.01% 542
2016
Q2 		$1.02M Sell
56,670
-7,635
-12% -$135K 0.01% 590
2016
Q1 		$1.17M Buy
64,305
+20,220
+46% +$345K 0.01% 516
2015
Q4 		$745K Buy
44,085
+15,090
+52% +$262K 0.01% 597
2015
Q3 		$483K Sell
28,995
-13,785
-32% -$223K 0.01% 628
2015
Q2 		$644K Buy
42,780
+7,605
+22% +$113K 0.01% 604
2015
Q1 		$508K Sell
35,175
-1,815
-5% -$24.4K 0.01% 720
2014
Q4 		$475K Buy
+36,990
New +$433K 0.01% 724

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

JP Morgan Private Wealth Advisors's ORLY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its O'Reilly Automotive (ORLY) stake by 1.5% in Q3 2023, selling an estimated $271K and leaving 280,530 shares worth $17M. The position accounts for 0.05% of the portfolio, ranked #296.

JP Morgan Private Wealth Advisors first reported a position in ORLY in Q4 2014 and has held it in 36 quarters since. The position peaked at $24.4M in Q4 2020. 1,240 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 280,530 shares of O'Reilly Automotive worth $17M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 4,320 O'Reilly Automotive shares in Q3 2023, an estimated $271K.
  • O'Reilly Automotive made up 0.05% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #296 holding.
  • JP Morgan Private Wealth Advisors first reported a position in O'Reilly Automotive in Q4 2014 and has held it in 36 quarters since.
  • JP Morgan Private Wealth Advisors's O'Reilly Automotive position peaked at $24.4M in Q4 2020.
  • 1,240 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.