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Lee, Danner & Bass’s O'Reilly Automotive ORLY Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-360
Closed -$28.5K – 565
2024
Q4 		$28.5K Buy
+360
New +$29K ﹤0.01% 419

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Lee, Danner & Bass's ORLY Position: Q1 2025 in Review

Lee, Danner & Bass sold out of O'Reilly Automotive (ORLY) in Q1 2025, closing a stake of 360 shares — an estimated $28.5K sold.

Lee, Danner & Bass first reported a position in ORLY in Q4 2024 and held it in 1 quarter. The position peaked at $28.5K in Q4 2024. 1,549 funds tracked by Wall St. Rank hold ORLY as of Q1 2025.

  • Lee, Danner & Bass reported no remaining O'Reilly Automotive position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 360 O'Reilly Automotive shares in Q1 2025, an estimated $28.5K.
  • Lee, Danner & Bass first reported a position in O'Reilly Automotive in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's O'Reilly Automotive position peaked at $28.5K in Q4 2024.
  • 1,549 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.