Newfound Research’s O'Reilly Automotive ORLY Stock Holding History

Newfound Research’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
2022 Q1	–	Sell	-2,280	Closed	-$107K	–	144
2021 Q4	$107K	Buy	+2,280	New	+$98.7K	0.13%	86

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Newfound Research's ORLY Position: Q1 2022 in Review

Newfound Research sold out of O'Reilly Automotive (ORLY) in Q1 2022, closing a stake of 2,280 shares — an estimated $107K sold.

Newfound Research first reported a position in ORLY in Q4 2021 and held it in 1 quarter. The position peaked at $107K in Q4 2021. 1,113 funds tracked by Wall St. Rank hold ORLY as of Q1 2022.

Newfound Research reported no remaining O'Reilly Automotive position as of Q1 2022 after selling out during the quarter.
Newfound Research sold 2,280 O'Reilly Automotive shares in Q1 2022, an estimated $107K.
Newfound Research first reported a position in O'Reilly Automotive in Q4 2021 and held it in 1 quarter.
Newfound Research's O'Reilly Automotive position peaked at $107K in Q4 2021.
1,113 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2022.

Based on Newfound Research's 13F filing for Q1 2022, filed 4 May 2022.