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Lake Street Advisors Group’s O'Reilly Automotive ORLY Stock Holding History

Lake Street Advisors 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
2024
Q4 		$778K Buy
9,840
+690
+8% +$55.6K 0.04% 256
2024
Q3 		$702K Buy
9,150
+375
+4% +$27.5K 0.03% 270
2024
Q2 		$618K Sell
8,775
-210
-2% -$14.5K 0.03% 285
2024
Q1 		$676K Sell
8,985
-6,165
-41% -$431K 0.03% 290
2023
Q4 		$960K Buy
+15,150
New +$957K 0.05% 225
2021
Q3 		– Sell
-7,830
Closed -$312K – 370
2021
Q2 		$312K Sell
7,830
-45
-0.6% -$1.61K 0.02% 238
2021
Q1 		$266K Sell
7,875
-165
-2% -$5.11K 0.02% 255
2020
Q4 		$243K Buy
8,040
+150
+2% +$4.53K 0.02% 264
2020
Q3 		$243K Sell
7,890
-60
-0.8% -$1.82K 0.02% 233
2020
Q2 		$223K Buy
+7,950
New +$208K 0.02% 242
2020
Q1 		– Sell
-8,205
Closed -$240K – 274
2019
Q4 		$240K Buy
8,205
+285
+4% +$8.15K 0.02% 219
2019
Q3 		$207K Sell
7,920
-330
-4% -$8.52K 0.02% 211
2019
Q2 		$203K Buy
8,250
+225
+3% +$5.7K 0.02% 212
2019
Q1 		$208K Buy
+8,025
New +$194K 0.02% 212

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 $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Lake Street Advisors Group's ORLY Position: Q4 2024 in Review

Lake Street Advisors Group increased its O'Reilly Automotive (ORLY) stake by 7.5% in Q4 2024, buying an estimated $55.6K and bringing the position to 9,840 shares worth $778K. The position accounts for 0.04% of the portfolio, ranked #256.

Lake Street Advisors Group first reported a position in ORLY in Q1 2019 and has held it in 14 quarters since. The position peaked at $960K in Q4 2023. 1,517 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

  • Lake Street Advisors Group held 9,840 shares of O'Reilly Automotive worth $778K as of Q4 2024.
  • Lake Street Advisors Group bought 690 O'Reilly Automotive shares in Q4 2024, an estimated $55.6K.
  • O'Reilly Automotive made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #256 holding.
  • Lake Street Advisors Group first reported a position in O'Reilly Automotive in Q1 2019 and has held it in 14 quarters since.
  • Lake Street Advisors Group's O'Reilly Automotive position peaked at $960K in Q4 2023.
  • 1,517 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.