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Kings Point Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Kings Point Capital 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
-375
Closed -$11K – 488
2019
Q4 		$11K Buy
+375
New +$10.7K ﹤0.01% 479
2015
Q1 		– Sell
-1,170
Closed -$15K – 376
2014
Q4 		$15K Buy
+1,170
New +$13.7K ﹤0.01% 311

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

Kings Point Capital Management's ORLY Position: Q1 2020 in Review

Kings Point Capital Management sold out of O'Reilly Automotive (ORLY) in Q1 2020, closing a stake of 375 shares — an estimated $11K sold.

Kings Point Capital Management first reported a position in ORLY in Q4 2014 and held it in 2 quarters. The position peaked at $15K in Q4 2014. 799 funds tracked by Wall St. Rank hold ORLY as of Q1 2020.

  • Kings Point Capital Management reported no remaining O'Reilly Automotive position as of Q1 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 375 O'Reilly Automotive shares in Q1 2020, an estimated $11K.
  • Kings Point Capital Management first reported a position in O'Reilly Automotive in Q4 2014 and held it in 2 quarters.
  • Kings Point Capital Management's O'Reilly Automotive position peaked at $15K in Q4 2014.
  • 799 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.