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Lincoln National Corp’s O'Reilly Automotive ORLY Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-6,645
Closed -$500K – 802
2024
Q1 		$500K Buy
6,645
+1,335
+25% +$93.4K 0.01% 748
2023
Q4 		$336K Buy
5,310
+285
+6% +$18K 0.01% 826
2023
Q3 		$304K Buy
5,025
+615
+14% +$38.6K 0.01% 783
2023
Q2 		$281K Buy
4,410
+750
+20% +$45.8K 0.01% 821
2023
Q1 		$207K Sell
3,660
-39,825
-92% -$2.18M ﹤0.01% 921
2022
Q4 		$2.45M Buy
+43,485
New +$2.34M 0.06% 198
2017
Q1 		– Sell
-32,610
Closed -$605K – 354
2016
Q4 		$605K Hold
32,610
– – 0.03% 158
2016
Q3 		$609K Hold
32,610
– – 0.03% 158
2016
Q2 		$589K Buy
+32,610
New +$577K 0.03% 155

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lincoln National Corp's ORLY Position: Q2 2024 in Review

Lincoln National Corp sold out of O'Reilly Automotive (ORLY) in Q2 2024, closing a stake of 6,645 shares — an estimated $500K sold.

Lincoln National Corp first reported a position in ORLY in Q2 2016 and held it in 9 quarters. The position peaked at $2.45M in Q4 2022. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

  • Lincoln National Corp reported no remaining O'Reilly Automotive position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 6,645 O'Reilly Automotive shares in Q2 2024, an estimated $500K.
  • Lincoln National Corp first reported a position in O'Reilly Automotive in Q2 2016 and held it in 9 quarters.
  • Lincoln National Corp's O'Reilly Automotive position peaked at $2.45M in Q4 2022.
  • 1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.