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Kowal Investment Group’s O'Reilly Automotive ORLY Stock Holding History

Kowal Investment Group’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
-360
Closed -$15K – 675
2021
Q3 		$15K Buy
+360
New +$14.4K ﹤0.01% 435

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Kowal Investment Group's ORLY Position: Q4 2021 in Review

Kowal Investment Group sold out of O'Reilly Automotive (ORLY) in Q4 2021, closing a stake of 360 shares — an estimated $15K sold.

Kowal Investment Group first reported a position in ORLY in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 1,094 funds tracked by Wall St. Rank hold ORLY as of Q4 2021.

  • Kowal Investment Group reported no remaining O'Reilly Automotive position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 360 O'Reilly Automotive shares in Q4 2021, an estimated $15K.
  • Kowal Investment Group first reported a position in O'Reilly Automotive in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's O'Reilly Automotive position peaked at $15K in Q3 2021.
  • 1,094 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.