KPW
ORLY icon

Kore Private Wealth’s O'Reilly Automotive ORLY Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-945
Closed -$26K – 839
2020
Q2 		$26K Buy
945
+690
+271% +$18K 0.01% 602
2020
Q1 		$5K Buy
255
+135
+113% +$3.45K ﹤0.01% 807
2019
Q4 		$3K Buy
+120
New +$3.43K ﹤0.01% 905
2019
Q2 		– Sell
-270
Closed -$7K – 618
2019
Q1 		$7K Buy
270
+45
+20% +$1.09K ﹤0.01% 712
2018
Q4 		$5K Buy
+225
New +$5.12K ﹤0.01% 684

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kore Private Wealth's ORLY Position: Q3 2020 in Review

Kore Private Wealth sold out of O'Reilly Automotive (ORLY) in Q3 2020, closing a stake of 945 shares — an estimated $26K sold.

Kore Private Wealth first reported a position in ORLY in Q4 2018 and held it in 5 quarters. The position peaked at $26K in Q2 2020. 874 funds tracked by Wall St. Rank hold ORLY as of Q3 2020.

  • Kore Private Wealth reported no remaining O'Reilly Automotive position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 945 O'Reilly Automotive shares in Q3 2020, an estimated $26K.
  • Kore Private Wealth first reported a position in O'Reilly Automotive in Q4 2018 and held it in 5 quarters.
  • Kore Private Wealth's O'Reilly Automotive position peaked at $26K in Q2 2020.
  • 874 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.