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Kapitalo Investimentos’s O'Reilly Automotive ORLY Stock Holding History

Kapitalo Investimentos’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
2024
Q1 		– Sell
-3,810
Closed -$241K – 477
2023
Q4 		$241K Buy
3,810
+450
+13% +$28.4K 0.05% 241
2023
Q3 		$204K Sell
3,360
-5,985
-64% -$375K 0.03% 282
2023
Q2 		$595K Buy
+9,345
New +$571K 0.11% 68
2023
Q1 		– Sell
-810
Closed -$45.6K – 483
2022
Q4 		$45.6K Buy
+810
New +$43.6K 0.03% 137

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kapitalo Investimentos's ORLY Position: Q1 2024 in Review

Kapitalo Investimentos sold out of O'Reilly Automotive (ORLY) in Q1 2024, closing a stake of 3,810 shares — an estimated $241K sold.

Kapitalo Investimentos first reported a position in ORLY in Q4 2022 and held it in 4 quarters. The position peaked at $595K in Q2 2023. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • Kapitalo Investimentos reported no remaining O'Reilly Automotive position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,810 O'Reilly Automotive shares in Q1 2024, an estimated $241K.
  • Kapitalo Investimentos first reported a position in O'Reilly Automotive in Q4 2022 and held it in 4 quarters.
  • Kapitalo Investimentos's O'Reilly Automotive position peaked at $595K in Q2 2023.
  • 1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.