NBC
ORLY icon

Neuberger Berman Canada’s O'Reilly Automotive ORLY Stock Holding History

Neuberger Berman Canada’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
2017
Q3 		$883K Buy
61,485
+12,300
+25% +$162K 0.16% 172
2017
Q2 		$717K Sell
49,185
-165
-0.3% -$2.69K 0.13% 215
2017
Q1 		$888K Sell
49,350
-15,135
-23% -$273K 0.17% 190
2016
Q4 		$1.2M Buy
+64,485
New +$1.18M 0.3% 72

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Neuberger Berman Canada's ORLY Position: Q3 2017 in Review

Neuberger Berman Canada increased its O'Reilly Automotive (ORLY) stake by 25% in Q3 2017, buying an estimated $162K and bringing the position to 61,485 shares worth $883K. The position accounts for 0.16% of the portfolio, ranked #172.

Neuberger Berman Canada first reported a position in ORLY in Q4 2016 and has held it in 4 quarters since. The position peaked at $1.2M in Q4 2016. 634 funds tracked by Wall St. Rank hold ORLY as of Q3 2017.

  • Neuberger Berman Canada held 61,485 shares of O'Reilly Automotive worth $883K as of Q3 2017.
  • Neuberger Berman Canada bought 12,300 O'Reilly Automotive shares in Q3 2017, an estimated $162K.
  • O'Reilly Automotive made up 0.16% of Neuberger Berman Canada's portfolio in Q3 2017, its #172 holding.
  • Neuberger Berman Canada first reported a position in O'Reilly Automotive in Q4 2016 and has held it in 4 quarters since.
  • Neuberger Berman Canada's O'Reilly Automotive position peaked at $1.2M in Q4 2016.
  • 634 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2017.

Based on Neuberger Berman Canada's 13F filing for Q3 2017, filed 3 Nov 2017.