Minot Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Minot Wealth Management’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 Q2	$612K	Sell	14,535 -15	-0.1%	-$645	0.16%	103
2022 Q1	$664K	Buy	14,550 +15	+0.1%	+$670	0.14%	107
2021 Q4	$684K	Hold	14,535	–	–	0.13%	110
2021 Q3	$592K	Hold	14,535	–	–	0.13%	114
2021 Q2	$571K	Buy	14,535 +375	+3%	+$13.5K	0.12%	116
2021 Q1	$479K	Buy	14,160 +570	+4%	+$17.7K	0.12%	121
2020 Q4	$410K	Hold	13,590	–	–	0.12%	109
2020 Q3	$418K	Hold	13,590	–	–	0.16%	98
2020 Q2	$382K	Sell	13,590 -11,430	-46%	-$299K	0.19%	90
2020 Q1	$502K	Sell	25,020 -43,185	-63%	-$1.1M	0.36%	74
2019 Q4	$1.98M	Buy	+68,205	New	+$1.95M	0.9%	37

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Minot Wealth Management's ORLY Position: Q2 2022 in Review

Minot Wealth Management reduced its O'Reilly Automotive (ORLY) stake by 0.1% in Q2 2022, selling an estimated $645 and leaving 14,535 shares worth $612K. The position accounts for 0.16% of the portfolio, ranked #103.

Minot Wealth Management first reported a position in ORLY in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.98M in Q4 2019. 1,075 funds tracked by Wall St. Rank hold ORLY as of Q2 2022.

Minot Wealth Management held 14,535 shares of O'Reilly Automotive worth $612K as of Q2 2022.
Minot Wealth Management sold 15 O'Reilly Automotive shares in Q2 2022, an estimated $645.
O'Reilly Automotive made up 0.16% of Minot Wealth Management's portfolio in Q2 2022, its #103 holding.
Minot Wealth Management first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's O'Reilly Automotive position peaked at $1.98M in Q4 2019.
1,075 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.