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PFS Investments’s O'Reilly Automotive ORLY Stock Holding History

PFS Investments’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
2023
Q2 		$261K Buy
4,095
+135
+3% +$8.24K ﹤0.01% 463
2023
Q1 		$227K Sell
3,960
-45
-1% -$2.47K ﹤0.01% 470
2022
Q4 		$225K Buy
+4,005
New +$215K ﹤0.01% 418

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PFS Investments's ORLY Position: Q2 2023 in Review

PFS Investments increased its O'Reilly Automotive (ORLY) stake by 3.4% in Q2 2023, buying an estimated $8.24K and bringing the position to 4,095 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

PFS Investments first reported a position in ORLY in Q4 2022 and has held it in 3 quarters since. 1,231 funds tracked by Wall St. Rank hold ORLY as of Q2 2023.

  • PFS Investments held 4,095 shares of O'Reilly Automotive worth $261K as of Q2 2023.
  • PFS Investments bought 135 O'Reilly Automotive shares in Q2 2023, an estimated $8.24K.
  • O'Reilly Automotive made up ﹤0.01% of PFS Investments's portfolio in Q2 2023, its #463 holding.
  • PFS Investments first reported a position in O'Reilly Automotive in Q4 2022 and has held it in 3 quarters since.
  • 1,231 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.