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Measured Wealth Private Client Group’s O'Reilly Automotive ORLY Stock Holding History

Measured Wealth Private Client Group’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
2019
Q2 		– Sell
-11,250
Closed -$291K – 212
2019
Q1 		$291K Buy
+11,250
New +$272K 0.18% 128
2018
Q4 		– Sell
-9,060
Closed -$209K – 506
2018
Q3 		$209K Buy
+9,060
New +$193K 0.13% 143

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Measured Wealth Private Client Group's ORLY Position: Q2 2019 in Review

Measured Wealth Private Client Group sold out of O'Reilly Automotive (ORLY) in Q2 2019, closing a stake of 11,250 shares — an estimated $291K sold.

Measured Wealth Private Client Group first reported a position in ORLY in Q3 2018 and held it in 2 quarters. The position peaked at $291K in Q1 2019. 846 funds tracked by Wall St. Rank hold ORLY as of Q2 2019.

  • Measured Wealth Private Client Group reported no remaining O'Reilly Automotive position as of Q2 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 11,250 O'Reilly Automotive shares in Q2 2019, an estimated $291K.
  • Measured Wealth Private Client Group first reported a position in O'Reilly Automotive in Q3 2018 and held it in 2 quarters.
  • Measured Wealth Private Client Group's O'Reilly Automotive position peaked at $291K in Q1 2019.
  • 846 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2019, filed 26 Jul 2019.