KIA
ORLY icon

KLR Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

KLR Investment Advisors’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 		$351K Sell
4,830
-75
-2% -$5.25K 0.25% 114
2023
Q4 		$311K Sell
4,905
-135
-3% -$8.53K 0.22% 139
2023
Q3 		$285K Buy
5,040
+75
+2% +$4.7K 0.26% 131
2023
Q2 		$316K Sell
4,965
-75
-1% -$4.58K 0.26% 129
2023
Q1 		$285K Buy
5,040
+75
+2% +$4.11K 0.25% 137
2022
Q4 		$279K Buy
+4,965
New +$267K 0.23% 143

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

KLR Investment Advisors's ORLY Position: Q1 2024 in Review

KLR Investment Advisors reduced its O'Reilly Automotive (ORLY) stake by 1.5% in Q1 2024, selling an estimated $5.25K and leaving 4,830 shares worth $351K. The position accounts for 0.25% of the portfolio, ranked #114.

KLR Investment Advisors first reported a position in ORLY in Q4 2022 and has held it in 6 quarters since. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • KLR Investment Advisors held 4,830 shares of O'Reilly Automotive worth $351K as of Q1 2024.
  • KLR Investment Advisors sold 75 O'Reilly Automotive shares in Q1 2024, an estimated $5.25K.
  • O'Reilly Automotive made up 0.25% of KLR Investment Advisors's portfolio in Q1 2024, its #114 holding.
  • KLR Investment Advisors first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 6 quarters since.
  • 1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.