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Omnia Family Wealth’s O'Reilly Automotive ORLY Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-1,980
Closed -$51K – 396
2019
Q1 		$51K Hold
1,980
– – 0.03% 157
2018
Q4 		$45K Hold
1,980
– – 0.02% 157
2018
Q3 		$46K Hold
1,980
– – 0.02% 159
2018
Q2 		$36K Hold
1,980
– – 0.02% 170
2018
Q1 		$33K Hold
1,980
– – 0.02% 172
2017
Q4 		$32K Hold
1,980
– – 0.01% 190
2017
Q3 		$28K Buy
1,980
+255
+15% +$3.37K 0.01% 186
2017
Q2 		$25K Sell
1,725
-240
-12% -$3.92K 0.01% 201
2017
Q1 		$35K Sell
1,965
-15
-0.8% -$271 0.02% 175
2016
Q4 		$37K Buy
+1,980
New +$36.2K 0.02% 173

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Omnia Family Wealth's ORLY Position: Q2 2019 in Review

Omnia Family Wealth sold out of O'Reilly Automotive (ORLY) in Q2 2019, closing a stake of 1,980 shares — an estimated $51K sold.

Omnia Family Wealth first reported a position in ORLY in Q4 2016 and held it in 10 quarters. The position peaked at $51K in Q1 2019. 846 funds tracked by Wall St. Rank hold ORLY as of Q2 2019.

  • Omnia Family Wealth reported no remaining O'Reilly Automotive position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 1,980 O'Reilly Automotive shares in Q2 2019, an estimated $51K.
  • Omnia Family Wealth first reported a position in O'Reilly Automotive in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's O'Reilly Automotive position peaked at $51K in Q1 2019.
  • 846 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.