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Pin Oak Investment Advisors’s O'Reilly Automotive ORLY Stock Holding History

Pin Oak Investment Advisors’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
Q3 		– Sell
-435
Closed -$16K – 422
2021
Q2 		$16K Hold
435
– – 0.02% 269
2021
Q1 		$15K Hold
435
– – 0.01% 278
2020
Q4 		$13K Hold
435
– – 0.01% 314
2020
Q3 		$13K Hold
435
– – 0.01% 287
2020
Q2 		$12K Hold
435
– – 0.01% 279
2020
Q1 		$9K Sell
435
-7,095
-94% -$181K 0.01% 305
2019
Q4 		$220K Sell
7,530
-735
-9% -$21K 0.18% 93
2019
Q3 		$220K Buy
8,265
+150
+2% +$3.88K 0.18% 95
2019
Q2 		$200K Sell
8,115
-1,890
-19% -$47.9K 0.16% 109
2019
Q1 		$259K Sell
10,005
-1,425
-12% -$34.5K 0.21% 90
2018
Q4 		$262K Hold
11,430
– – 0.23% 85
2018
Q3 		$265K Buy
11,430
+15
+0.1% +$319 0.2% 92
2018
Q2 		$208K Buy
11,415
+15
+0.1% +$261 0.15% 106
2018
Q1 		$188K Buy
11,400
+15
+0.1% +$254 0.15% 114
2017
Q4 		$183K Buy
+11,385
New +$169K 0.14% 117

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

Pin Oak Investment Advisors's ORLY Position: Q3 2021 in Review

Pin Oak Investment Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2021, closing a stake of 435 shares — an estimated $16K sold.

Pin Oak Investment Advisors first reported a position in ORLY in Q4 2017 and held it in 15 quarters. The position peaked at $265K in Q3 2018. 972 funds tracked by Wall St. Rank hold ORLY as of Q3 2021.

  • Pin Oak Investment Advisors reported no remaining O'Reilly Automotive position as of Q3 2021 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 435 O'Reilly Automotive shares in Q3 2021, an estimated $16K.
  • Pin Oak Investment Advisors first reported a position in O'Reilly Automotive in Q4 2017 and held it in 15 quarters.
  • Pin Oak Investment Advisors's O'Reilly Automotive position peaked at $265K in Q3 2018.
  • 972 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.