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Lee Financial’s O'Reilly Automotive ORLY Stock Holding History

Lee Financial’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 		– Sell
-75
Closed -$4.75K – 614
2023
Q4 		$4.75K Hold
75
– – ﹤0.01% 553
2023
Q3 		$4.54K Hold
75
– – ﹤0.01% 536
2023
Q2 		$4.78K Buy
+75
New +$4.58K ﹤0.01% 518
2023
Q1 		– Sell
-15
Closed -$844 – 913
2022
Q4 		$844 Hold
15
– – ﹤0.01% 778
2022
Q3 		$1K Hold
15
– – ﹤0.01% 773
2022
Q2 		$1K Buy
+15
New +$645 ﹤0.01% 807

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

Lee Financial's ORLY Position: Q1 2024 in Review

Lee Financial sold out of O'Reilly Automotive (ORLY) in Q1 2024, closing a stake of 75 shares — an estimated $4.75K sold.

Lee Financial first reported a position in ORLY in Q2 2022 and held it in 6 quarters. The position peaked at $4.78K in Q2 2023. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • Lee Financial reported no remaining O'Reilly Automotive position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 75 O'Reilly Automotive shares in Q1 2024, an estimated $4.75K.
  • Lee Financial first reported a position in O'Reilly Automotive in Q2 2022 and held it in 6 quarters.
  • Lee Financial's O'Reilly Automotive position peaked at $4.78K in Q2 2023.
  • 1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.