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MPS Loria Financial Planners’s O'Reilly Automotive ORLY Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-135
Closed -$4K – 435
2021
Q1 		$4K Sell
135
-195
-59% -$6.04K ﹤0.01% 373
2020
Q4 		$10K Buy
+330
New +$9.96K ﹤0.01% 299

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

MPS Loria Financial Planners's ORLY Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of O'Reilly Automotive (ORLY) in Q2 2021, closing a stake of 135 shares — an estimated $4K sold.

MPS Loria Financial Planners first reported a position in ORLY in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 948 funds tracked by Wall St. Rank hold ORLY as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining O'Reilly Automotive position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 135 O'Reilly Automotive shares in Q2 2021, an estimated $4K.
  • MPS Loria Financial Planners first reported a position in O'Reilly Automotive in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's O'Reilly Automotive position peaked at $10K in Q4 2020.
  • 948 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.