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Next Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Next Financial Group’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
Q4 		$218K Buy
4,635
+4,395
+1,831% +$190K 0.01% 861
2021
Q3 		$10K Buy
240
+135
+129% +$5.4K ﹤0.01% 2029
2021
Q2 		$4K Sell
105
-45
-30% -$1.61K ﹤0.01% 2268
2021
Q1 		$5K Sell
150
-60
-29% -$1.86K ﹤0.01% 2111
2020
Q4 		$6K Sell
210
-75
-26% -$2.26K ﹤0.01% 1938
2020
Q3 		$9K Buy
+285
New +$8.66K ﹤0.01% 1666
2020
Q2 		– Sell
-2,370
Closed -$48K – 1491
2020
Q1 		$48K Sell
2,370
-1,245
-34% -$31.8K 0.01% 1003
2019
Q4 		$106K Sell
3,615
-330
-8% -$9.44K 0.01% 916
2019
Q3 		$105K Buy
3,945
+30
+0.8% +$775 0.01% 889
2019
Q2 		$96K Buy
3,915
+1,665
+74% +$42.2K 0.01% 922
2019
Q1 		$58K Sell
2,250
-2,250
-50% -$54.4K 0.01% 690
2018
Q4 		$103K Buy
4,500
+2,250
+100% +$51.2K 0.02% 582
2018
Q3 		$52K Buy
+2,250
New +$47.8K 0.02% 533
2017
Q4 		– Sell
-7,125
Closed -$100K – 1036
2017
Q3 		$100K Buy
+7,125
New +$94.1K 0.03% 483
2017
Q2 		– Sell
-1,875
Closed -$31K – 1961
2017
Q1 		$31K Sell
1,875
-1,635
-47% -$29.5K 0.01% 891
2016
Q4 		$65K Hold
3,510
– – 0.01% 850
2016
Q3 		$66K Buy
3,510
+1,635
+87% +$30.6K 0.01% 825
2016
Q2 		$33K Hold
1,875
– – 0.01% 778
2016
Q1 		$34K Hold
1,875
– – 0.01% 750
2015
Q4 		$31K Buy
1,875
+375
+25% +$6.5K 0.01% 786
2015
Q3 		$25K Hold
1,500
– – 0.01% 868
2015
Q2 		$22K Buy
+1,500
New +$22.2K 0.01% 971

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
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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Next Financial Group's ORLY Position: Q4 2021 in Review

Next Financial Group increased its O'Reilly Automotive (ORLY) stake by 1,831% in Q4 2021, buying an estimated $190K and bringing the position to 4,635 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #861.

Next Financial Group first reported a position in ORLY in Q2 2015 and has held it in 22 quarters since. 1,094 funds tracked by Wall St. Rank hold ORLY as of Q4 2021.

  • Next Financial Group held 4,635 shares of O'Reilly Automotive worth $218K as of Q4 2021.
  • Next Financial Group bought 4,395 O'Reilly Automotive shares in Q4 2021, an estimated $190K.
  • O'Reilly Automotive made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #861 holding.
  • Next Financial Group first reported a position in O'Reilly Automotive in Q2 2015 and has held it in 22 quarters since.
  • 1,094 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.