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Meristem Family Wealth’s O'Reilly Automotive ORLY Stock Holding History

Meristem Family 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
2022
Q1 		$313K Sell
6,855
-2,865
-29% -$128K 0.03% 257
2021
Q4 		$458K Hold
9,720
– – 0.04% 237
2021
Q3 		$396K Buy
9,720
+570
+6% +$22.8K 0.04% 256
2021
Q2 		$345K Buy
+9,150
New +$328K 0.05% 228

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Meristem Family Wealth's ORLY Position: Q1 2022 in Review

Meristem Family Wealth reduced its O'Reilly Automotive (ORLY) stake by 29% in Q1 2022, selling an estimated $128K and leaving 6,855 shares worth $313K. The position accounts for 0.03% of the portfolio, ranked #257.

Meristem Family Wealth first reported a position in ORLY in Q2 2021 and has held it in 4 quarters since. The position peaked at $458K in Q4 2021. 1,114 funds tracked by Wall St. Rank hold ORLY as of Q1 2022.

  • Meristem Family Wealth held 6,855 shares of O'Reilly Automotive worth $313K as of Q1 2022.
  • Meristem Family Wealth sold 2,865 O'Reilly Automotive shares in Q1 2022, an estimated $128K.
  • O'Reilly Automotive made up 0.03% of Meristem Family Wealth's portfolio in Q1 2022, its #257 holding.
  • Meristem Family Wealth first reported a position in O'Reilly Automotive in Q2 2021 and has held it in 4 quarters since.
  • Meristem Family Wealth's O'Reilly Automotive position peaked at $458K in Q4 2021.
  • 1,114 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.