MLM
ORLY icon

Mount Lucas Management’s O'Reilly Automotive ORLY Stock Holding History

Mount Lucas 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
2024
Q2 		– Sell
-37,230
Closed -$2.8M – 181
2024
Q1 		$2.8M Sell
37,230
-3,060
-8% -$214K 0.77% 32
2023
Q4 		$2.55M Sell
40,290
-45
-0.1% -$2.84K 0.73% 45
2023
Q3 		$2.44M Sell
40,335
-645
-2% -$40.5K 0.86% 38
2023
Q2 		$2.61M Buy
+40,980
New +$2.5M 0.87% 41

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mount Lucas Management's ORLY Position: Q2 2024 in Review

Mount Lucas Management sold out of O'Reilly Automotive (ORLY) in Q2 2024, closing a stake of 37,230 shares — an estimated $2.8M sold.

Mount Lucas Management first reported a position in ORLY in Q2 2023 and held it in 4 quarters. The position peaked at $2.8M in Q1 2024. 1,393 funds tracked by Wall St. Rank hold ORLY as of Q2 2024.

  • Mount Lucas Management reported no remaining O'Reilly Automotive position as of Q2 2024 after selling out during the quarter.
  • Mount Lucas Management sold 37,230 O'Reilly Automotive shares in Q2 2024, an estimated $2.8M.
  • Mount Lucas Management first reported a position in O'Reilly Automotive in Q2 2023 and held it in 4 quarters.
  • Mount Lucas Management's O'Reilly Automotive position peaked at $2.8M in Q1 2024.
  • 1,393 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2024.

Based on Mount Lucas Management's 13F filing for Q2 2024, filed 6 Aug 2024.