Lenox Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Lenox Wealth 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
2022 Q1	$24K	Hold	480	–	–	﹤0.01%	352
2021 Q4	$23K	Hold	480	–	–	﹤0.01%	371
2021 Q3	$20K	Buy	480 +15	+3%	+$600	﹤0.01%	356
2021 Q2	$18K	Hold	465	–	–	﹤0.01%	382
2021 Q1	$16K	Hold	465	–	–	﹤0.01%	345
2020 Q4	$14K	Hold	465	–	–	﹤0.01%	374
2020 Q3	$14K	Hold	465	–	–	﹤0.01%	339
2020 Q2	$13K	Hold	465	–	–	﹤0.01%	347
2020 Q1	$9K	Hold	465	–	–	﹤0.01%	359
2019 Q4	$14K	Hold	465	–	–	﹤0.01%	378
2019 Q3	$12K	Hold	465	–	–	﹤0.01%	346
2019 Q2	$11K	Hold	465	–	–	﹤0.01%	278
2019 Q1	$12K	Hold	465	–	–	﹤0.01%	257
2018 Q4	$11K	Hold	465	–	–	﹤0.01%	244
2018 Q3	$11K	Hold	465	–	–	﹤0.01%	274
2018 Q2	$8K	Sell	465 -5,385	-92%	-$93.7K	﹤0.01%	403
2018 Q1	$96K	Buy	+5,850	New	+$98.9K	0.02%	105

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's ORLY Position: Q1 2022 in Review

Lenox Wealth Advisors held its O'Reilly Automotive (ORLY) position steady in Q1 2022 at 480 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Lenox Wealth Advisors first reported a position in ORLY in Q1 2018 and has held it in 17 quarters since. The position peaked at $96K in Q1 2018. 1,114 funds tracked by Wall St. Rank hold ORLY as of Q1 2022.

Lenox Wealth Advisors held 480 shares of O'Reilly Automotive worth $24K as of Q1 2022.
Lenox Wealth Advisors left its O'Reilly Automotive share count unchanged in Q1 2022.
O'Reilly Automotive made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #352 holding.
Lenox Wealth Advisors first reported a position in O'Reilly Automotive in Q1 2018 and has held it in 17 quarters since.
Lenox Wealth Advisors's O'Reilly Automotive position peaked at $96K in Q1 2018.
1,114 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.