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Linscomb Wealth’s O'Reilly Automotive ORLY Stock Holding History

Linscomb Wealth’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
2020
Q2 		– Sell
-24,465
Closed -$491K – 354
2020
Q1 		$491K Sell
24,465
-11,715
-32% -$299K 0.04% 254
2019
Q4 		$1.06M Buy
+36,180
New +$1.04M 0.07% 205

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Linscomb Wealth's ORLY Position: Q2 2020 in Review

Linscomb Wealth sold out of O'Reilly Automotive (ORLY) in Q2 2020, closing a stake of 24,465 shares — an estimated $491K sold.

Linscomb Wealth first reported a position in ORLY in Q4 2019 and held it in 2 quarters. The position peaked at $1.06M in Q4 2019. 851 funds tracked by Wall St. Rank hold ORLY as of Q2 2020.

  • Linscomb Wealth reported no remaining O'Reilly Automotive position as of Q2 2020 after selling out during the quarter.
  • Linscomb Wealth sold 24,465 O'Reilly Automotive shares in Q2 2020, an estimated $491K.
  • Linscomb Wealth first reported a position in O'Reilly Automotive in Q4 2019 and held it in 2 quarters.
  • Linscomb Wealth's O'Reilly Automotive position peaked at $1.06M in Q4 2019.
  • 851 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2020.

Based on Linscomb Wealth's 13F filing for Q2 2020, filed 11 Aug 2020.