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Pinnacle Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Pinnacle Wealth Management’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
Q4 		$1.68M Buy
+29,865
New +$1.61M 2.02% 17
2022
Q2 		– Sell
-22,170
Closed -$1.01M – 45
2022
Q1 		$1.01M Buy
+22,170
New +$990K 1.18% 35

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Pinnacle Wealth Management's ORLY Position: Q4 2022 in Review

Pinnacle Wealth Management opened a new position in O'Reilly Automotive (ORLY) in Q4 2022: 29,865 shares worth $1.68M. The stake represents 2.02% of the portfolio and ranks #17 among its holdings. This is a return to the name: Pinnacle Wealth Management previously reported a position in ORLY as recently as Q1 2022.

Pinnacle Wealth Management first reported a position in ORLY in Q1 2022 and has held it in 2 quarters since. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • Pinnacle Wealth Management held 29,865 shares of O'Reilly Automotive worth $1.68M as of Q4 2022.
  • O'Reilly Automotive was a new Pinnacle Wealth Management position in Q4 2022.
  • O'Reilly Automotive made up 2.02% of Pinnacle Wealth Management's portfolio in Q4 2022, its #17 holding.
  • Pinnacle Wealth Management first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 2 quarters since.
  • 1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Pinnacle Wealth Management's 13F filing for Q4 2022, filed 30 Jan 2023.