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

LGT 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
2024
Q3 		– Sell
-345
Closed -$24.3K – 764
2024
Q2 		$24.3K Buy
+345
New +$23.9K 0.05% 259
2024
Q1 		– Sell
-75
Closed -$4.75K – 833
2023
Q4 		$4.75K Hold
75
– – 0.01% 639
2023
Q3 		$4.54K Buy
+75
New +$4.7K 0.01% 641

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGT Financial Advisors's ORLY Position: Q3 2024 in Review

LGT Financial Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2024, closing a stake of 345 shares — an estimated $24.3K sold.

LGT Financial Advisors first reported a position in ORLY in Q3 2023 and held it in 3 quarters. The position peaked at $24.3K in Q2 2024. 1,389 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

  • LGT Financial Advisors reported no remaining O'Reilly Automotive position as of Q3 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 345 O'Reilly Automotive shares in Q3 2024, an estimated $24.3K.
  • LGT Financial Advisors first reported a position in O'Reilly Automotive in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's O'Reilly Automotive position peaked at $24.3K in Q2 2024.
  • 1,389 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on LGT Financial Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.