LFA
ORLY icon

Legend Financial Advisors’s O'Reilly Automotive ORLY Stock Holding History

Legend Financial Advisors’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
2019
Q2 		– Sell
-31,785
Closed -$823K – 37
2019
Q1 		$823K Sell
31,785
-75
-0.2% -$1.81K 0.9% 16
2018
Q4 		$731K Buy
+31,860
New +$725K 1.07% 16

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Legend Financial Advisors's ORLY Position: Q2 2019 in Review

Legend Financial Advisors sold out of O'Reilly Automotive (ORLY) in Q2 2019, closing a stake of 31,785 shares — an estimated $823K sold.

Legend Financial Advisors first reported a position in ORLY in Q4 2018 and held it in 2 quarters. The position peaked at $823K in Q1 2019. 846 funds tracked by Wall St. Rank hold ORLY as of Q2 2019.

  • Legend Financial Advisors reported no remaining O'Reilly Automotive position as of Q2 2019 after selling out during the quarter.
  • Legend Financial Advisors sold 31,785 O'Reilly Automotive shares in Q2 2019, an estimated $823K.
  • Legend Financial Advisors first reported a position in O'Reilly Automotive in Q4 2018 and held it in 2 quarters.
  • Legend Financial Advisors's O'Reilly Automotive position peaked at $823K in Q1 2019.
  • 846 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2019.

Based on Legend Financial Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.