Kiwi Wealth Investments Limited Partnership’s O'Reilly Automotive ORLY Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2021 Q4	–	Sell	-74,580	Closed	-$3.04M	–	274
2021 Q3	$3.04M	Buy	+74,580	New	+$2.99M	0.15%	155
2021 Q1	–	Sell	-166,740	Closed	-$5.03M	–	268
2020 Q4	$5.03M	Sell	166,740 -139,650	-46%	-$4.22M	0.3%	98
2020 Q3	$9.42M	Sell	306,390 -26,805	-8%	-$815K	0.66%	42
2020 Q2	$9.37M	Buy	+333,195	New	+$8.71M	0.76%	41
2019 Q2	–	Sell	-174,795	Closed	-$4.53M	–	203
2019 Q1	$4.53M	Buy	+174,795	New	+$4.23M	0.41%	77
2016 Q2	–	Sell	-294,945	Closed	-$5.38M	–	124
2016 Q1	$5.38M	Buy	+294,945	New	+$5.04M	0.55%	58

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's ORLY Position: Q4 2021 in Review

Kiwi Wealth Investments Limited Partnership sold out of O'Reilly Automotive (ORLY) in Q4 2021, closing a stake of 74,580 shares — an estimated $3.04M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in ORLY in Q1 2016 and held it in 6 quarters. The position peaked at $9.42M in Q3 2020. 1,095 funds tracked by Wall St. Rank hold ORLY as of Q4 2021.

Kiwi Wealth Investments Limited Partnership reported no remaining O'Reilly Automotive position as of Q4 2021 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 74,580 O'Reilly Automotive shares in Q4 2021, an estimated $3.04M.
Kiwi Wealth Investments Limited Partnership first reported a position in O'Reilly Automotive in Q1 2016 and held it in 6 quarters.
Kiwi Wealth Investments Limited Partnership's O'Reilly Automotive position peaked at $9.42M in Q3 2020.
1,095 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2021.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2021, filed 15 Feb 2022.