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Nelson Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Nelson Capital 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
2019
Q4 		– Sell
-270
Closed -$7K – 232
2019
Q3 		$7K Hold
270
– – ﹤0.01% 264
2019
Q2 		$7K Hold
270
– – ﹤0.01% 238
2019
Q1 		$7K Buy
+270
New +$6.53K ﹤0.01% 216
2018
Q1 		– Sell
-45
Closed -$1K – 303
2017
Q4 		$1K Buy
+45
New +$670 ﹤0.01% 329
2015
Q3 		– Sell
-2,430
Closed -$37K – 261
2015
Q2 		$37K Hold
2,430
– – 0.01% 135
2015
Q1 		$35K Buy
+2,430
New +$32.7K 0.01% 135

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nelson Capital Management's ORLY Position: Q4 2019 in Review

Nelson Capital Management sold out of O'Reilly Automotive (ORLY) in Q4 2019, closing a stake of 270 shares — an estimated $7K sold.

Nelson Capital Management first reported a position in ORLY in Q1 2015 and held it in 6 quarters. The position peaked at $37K in Q2 2015. 924 funds tracked by Wall St. Rank hold ORLY as of Q4 2019.

  • Nelson Capital Management reported no remaining O'Reilly Automotive position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 270 O'Reilly Automotive shares in Q4 2019, an estimated $7K.
  • Nelson Capital Management first reported a position in O'Reilly Automotive in Q1 2015 and held it in 6 quarters.
  • Nelson Capital Management's O'Reilly Automotive position peaked at $37K in Q2 2015.
  • 924 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.