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Level Four Financial’s O'Reilly Automotive ORLY Stock Holding History

Level Four 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
2021
Q3 		$321K Sell
7,875
-75
-0.9% -$3K 0.14% 193
2021
Q2 		$300K Hold
7,950
– – 0.13% 218
2021
Q1 		$269K Sell
7,950
-75
-0.9% -$2.32K 0.12% 212
2020
Q4 		$242K Buy
+8,025
New +$242K 0.1% 245

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Level Four Financial's ORLY Position: Q3 2021 in Review

Level Four Financial reduced its O'Reilly Automotive (ORLY) stake by 0.94% in Q3 2021, selling an estimated $3K and leaving 7,875 shares worth $321K. The position accounts for 0.14% of the portfolio, ranked #193.

Level Four Financial first reported a position in ORLY in Q4 2020 and has held it in 4 quarters since. 973 funds tracked by Wall St. Rank hold ORLY as of Q3 2021.

  • Level Four Financial held 7,875 shares of O'Reilly Automotive worth $321K as of Q3 2021.
  • Level Four Financial sold 75 O'Reilly Automotive shares in Q3 2021, an estimated $3K.
  • O'Reilly Automotive made up 0.14% of Level Four Financial's portfolio in Q3 2021, its #193 holding.
  • Level Four Financial first reported a position in O'Reilly Automotive in Q4 2020 and has held it in 4 quarters since.
  • 973 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.