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Kaizen Advisory’s O'Reilly Automotive ORLY Stock Holding History

Kaizen Advisory’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
2018
Q4 		$76K Buy
3,300
+255
+8% +$5.8K 0.05% 260
2018
Q3 		$71K Hold
3,045
– – 0.04% 277
2018
Q2 		$56K Buy
3,045
+1,800
+145% +$31.3K 0.03% 311
2018
Q1 		$21K Sell
1,245
-78,465
-98% -$1.33M 0.02% 324
2017
Q4 		$1.28M Buy
+79,710
New +$1.19M 0.76% 39

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kaizen Advisory's ORLY Position: Q4 2018 in Review

Kaizen Advisory increased its O'Reilly Automotive (ORLY) stake by 8.4% in Q4 2018, buying an estimated $5.8K and bringing the position to 3,300 shares worth $76K. The position accounts for 0.05% of the portfolio, ranked #260.

Kaizen Advisory first reported a position in ORLY in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.28M in Q4 2017. 827 funds tracked by Wall St. Rank hold ORLY as of Q4 2018.

  • Kaizen Advisory held 3,300 shares of O'Reilly Automotive worth $76K as of Q4 2018.
  • Kaizen Advisory bought 255 O'Reilly Automotive shares in Q4 2018, an estimated $5.8K.
  • O'Reilly Automotive made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #260 holding.
  • Kaizen Advisory first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's O'Reilly Automotive position peaked at $1.28M in Q4 2017.
  • 827 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.