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Keudell/Morrison Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Keudell/Morrison Wealth 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
2020
Q1 		– Sell
-13,320
Closed -$389K – 150
2019
Q4 		$389K Sell
13,320
-840
-6% -$24K 0.27% 95
2019
Q3 		$376K Buy
14,160
+45
+0.3% +$1.16K 0.31% 88
2019
Q2 		$354K Sell
14,115
-3,435
-20% -$87K 0.31% 91
2019
Q1 		$454K Buy
+17,550
New +$425K 0.4% 82

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Keudell/Morrison Wealth Management's ORLY Position: Q1 2020 in Review

Keudell/Morrison Wealth Management sold out of O'Reilly Automotive (ORLY) in Q1 2020, closing a stake of 13,320 shares — an estimated $389K sold.

Keudell/Morrison Wealth Management first reported a position in ORLY in Q1 2019 and held it in 4 quarters. The position peaked at $454K in Q1 2019. 799 funds tracked by Wall St. Rank hold ORLY as of Q1 2020.

  • Keudell/Morrison Wealth Management reported no remaining O'Reilly Automotive position as of Q1 2020 after selling out during the quarter.
  • Keudell/Morrison Wealth Management sold 13,320 O'Reilly Automotive shares in Q1 2020, an estimated $389K.
  • Keudell/Morrison Wealth Management first reported a position in O'Reilly Automotive in Q1 2019 and held it in 4 quarters.
  • Keudell/Morrison Wealth Management's O'Reilly Automotive position peaked at $454K in Q1 2019.
  • 799 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2020.

Based on Keudell/Morrison Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.