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Jupiter Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Jupiter Investment 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
2016
Q4 		– Sell
-1,402,170
Closed -$26.2M – 419
2016
Q3 		$26.2M Sell
1,402,170
-2,429,385
-63% -$45.5M 0.45% 68
2016
Q2 		$69.2M Buy
3,831,555
+1,928,130
+101% +$34.1M 1.3% 18
2016
Q1 		$34.7M Sell
1,903,425
-1,452,060
-43% -$24.8M 0.71% 43
2015
Q4 		$56.7M Sell
3,355,485
-291,795
-8% -$5.06M 1.51% 13
2015
Q3 		$60.8M Sell
3,647,280
-721,485
-17% -$11.6M 1.72% 12
2015
Q2 		$65.8M Buy
4,368,765
+612,510
+16% +$9.08M 1.92% 11
2015
Q1 		$54.1M Buy
3,756,255
+207,930
+6% +$2.79M 1.72% 14
2014
Q4 		$45.6M Buy
3,548,325
+305,790
+9% +$3.58M 1.62% 15
2014
Q3 		$32.5M Buy
3,242,535
+1,746,795
+117% +$17.8M 1.6% 14
2014
Q2 		$15M Buy
1,495,740
+552,990
+59% +$5.46M 0.84% 39
2014
Q1 		$9.33M Sell
942,750
-265,785
-22% -$2.54M 0.63% 51
2013
Q4 		$10.4M Sell
1,208,535
-252,990
-17% -$2.13M 0.87% 32
2013
Q3 		$12.4M Buy
1,461,525
+639,795
+78% +$5.23M 1.18% 11
2013
Q2 		$6.17M Buy
+821,730
New +$5.91M 0.74% 36

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jupiter Investment Management's ORLY Position: Q4 2016 in Review

Jupiter Investment Management sold out of O'Reilly Automotive (ORLY) in Q4 2016, closing a stake of 1,402,170 shares — an estimated $26.2M sold.

Jupiter Investment Management first reported a position in ORLY in Q2 2013 and held it in 14 quarters. The position peaked at $69.2M in Q2 2016. 676 funds tracked by Wall St. Rank hold ORLY as of Q4 2016.

  • Jupiter Investment Management reported no remaining O'Reilly Automotive position as of Q4 2016 after selling out during the quarter.
  • Jupiter Investment Management sold 1,402,170 O'Reilly Automotive shares in Q4 2016, an estimated $26.2M.
  • Jupiter Investment Management first reported a position in O'Reilly Automotive in Q2 2013 and held it in 14 quarters.
  • Jupiter Investment Management's O'Reilly Automotive position peaked at $69.2M in Q2 2016.
  • 676 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2016.

Based on Jupiter Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.