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Lion Street Advisors’s O'Reilly Automotive ORLY Stock Holding History

Lion Street 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
2021
Q3 		– Sell
-1,500
Closed -$56.6K – 170
2021
Q2 		$56.6K Buy
+1,500
New +$53.8K 2.05% 9

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
Principal Financial Group
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
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Lion Street Advisors's ORLY Position: Q3 2021 in Review

Lion Street Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2021, closing a stake of 1,500 shares — an estimated $56.6K sold.

Lion Street Advisors first reported a position in ORLY in Q2 2021 and held it in 1 quarter. The position peaked at $56.6K in Q2 2021. 972 funds tracked by Wall St. Rank hold ORLY as of Q3 2021.

  • Lion Street Advisors reported no remaining O'Reilly Automotive position as of Q3 2021 after selling out during the quarter.
  • Lion Street Advisors sold 1,500 O'Reilly Automotive shares in Q3 2021, an estimated $56.6K.
  • Lion Street Advisors first reported a position in O'Reilly Automotive in Q2 2021 and held it in 1 quarter.
  • Lion Street Advisors's O'Reilly Automotive position peaked at $56.6K in Q2 2021.
  • 972 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2021.

Based on Lion Street Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.