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Monetta Financial Services’s O'Reilly Automotive ORLY Stock Holding History

Monetta Financial Services’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
2023
Q1 		– Sell
-16,500
Closed -$928K – 64
2022
Q4 		$928K Hold
16,500
– – 1.07% 21
2022
Q3 		$774K Buy
+16,500
New +$769K 0.88% 25
2016
Q4 		– Sell
-33,000
Closed -$616K – 72
2016
Q3 		$616K Hold
33,000
– – 0.39% 54
2016
Q2 		$596K Hold
33,000
– – 0.38% 60
2016
Q1 		$602K Hold
33,000
– – 0.37% 62
2015
Q4 		$558K Hold
33,000
– – 0.33% 71
2015
Q3 		$550K Buy
+33,000
New +$533K 0.34% 67

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Monetta Financial Services's ORLY Position: Q1 2023 in Review

Monetta Financial Services sold out of O'Reilly Automotive (ORLY) in Q1 2023, closing a stake of 16,500 shares — an estimated $928K sold.

Monetta Financial Services first reported a position in ORLY in Q3 2015 and held it in 7 quarters. The position peaked at $928K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold ORLY as of Q1 2023.

  • Monetta Financial Services reported no remaining O'Reilly Automotive position as of Q1 2023 after selling out during the quarter.
  • Monetta Financial Services sold 16,500 O'Reilly Automotive shares in Q1 2023, an estimated $928K.
  • Monetta Financial Services first reported a position in O'Reilly Automotive in Q3 2015 and held it in 7 quarters.
  • Monetta Financial Services's O'Reilly Automotive position peaked at $928K in Q4 2022.
  • 1,171 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2023.

Based on Monetta Financial Services's 13F filing for Q1 2023, filed 9 May 2023.