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

Realta 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
2024
Q3 		– Sell
-8,625
Closed -$607K – 638
2024
Q2 		$607K Sell
8,625
-195
-2% -$13.5K 0.12% 194
2024
Q1 		$664K Sell
8,820
-330
-4% -$23.1K 0.14% 176
2023
Q4 		$580K Sell
9,150
-285
-3% -$18K 0.13% 194
2023
Q3 		$601K Hold
9,435
– – 0.14% 170
2023
Q2 		$601K Sell
9,435
-135
-1% -$8.24K 0.13% 181
2023
Q1 		$542K Sell
9,570
-1,005
-10% -$55.1K 0.13% 196
2022
Q4 		$595K Sell
10,575
-300
-3% -$16.1K 0.15% 168
2022
Q3 		$510K Sell
10,875
-525
-5% -$24.5K 0.13% 189
2022
Q2 		$483K Sell
11,400
-345
-3% -$14.8K 0.12% 194
2022
Q1 		$536K Sell
11,745
-915
-7% -$40.9K 0.11% 208
2021
Q4 		$596K Sell
12,660
-135
-1% -$5.84K 0.13% 184
2021
Q3 		$521K Sell
12,795
-1,155
-8% -$46.2K 0.12% 195
2021
Q2 		$527K Sell
13,950
-480
-3% -$17.2K 0.13% 197
2021
Q1 		$488K Buy
14,430
+1,425
+11% +$44.1K 0.13% 202
2020
Q4 		$392K Buy
13,005
+1,410
+12% +$42.6K 0.11% 201
2020
Q3 		$356K Buy
11,595
+375
+3% +$11.4K 0.12% 200
2020
Q2 		$315K Sell
11,220
-3,720
-25% -$97.2K 0.1% 239
2020
Q1 		$300K Sell
14,940
-5,160
-26% -$132K 0.13% 206
2019
Q4 		$589K Sell
20,100
-1,620
-7% -$46.3K 0.16% 161
2019
Q3 		$580K Sell
21,720
-6,270
-22% -$162K 0.16% 152
2019
Q2 		$691K Sell
27,990
-2,715
-9% -$68.8K 0.19% 130
2019
Q1 		$793K Buy
+30,705
New +$743K 0.36% 73

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Realta Investment Advisors's ORLY Position: Q3 2024 in Review

Realta Investment Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2024, closing a stake of 8,625 shares — an estimated $607K sold.

Realta Investment Advisors first reported a position in ORLY in Q1 2019 and held it in 22 quarters. The position peaked at $793K in Q1 2019. 1,389 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

  • Realta Investment Advisors reported no remaining O'Reilly Automotive position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 8,625 O'Reilly Automotive shares in Q3 2024, an estimated $607K.
  • Realta Investment Advisors first reported a position in O'Reilly Automotive in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's O'Reilly Automotive position peaked at $793K in Q1 2019.
  • 1,389 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.