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Reilly Financial Advisors’s O'Reilly Automotive ORLY Stock Holding History

Reilly Financial 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
Q4 		$611K Buy
12,975
+525
+4% +$22.7K 0.05% 142
2021
Q3 		$507K Buy
12,450
+750
+6% +$30K 0.04% 141
2021
Q2 		$442K Buy
11,700
+285
+2% +$10.2K 0.04% 152
2021
Q1 		$386K Buy
11,415
+7,500
+192% +$232K 0.03% 152
2020
Q4 		$118K Buy
3,915
+165
+4% +$4.98K 0.01% 238
2020
Q3 		$115K Sell
3,750
-225
-6% -$6.84K 0.01% 219
2020
Q2 		$112K Buy
3,975
+225
+6% +$5.88K 0.01% 214
2020
Q1 		$75K Hold
3,750
– – 0.01% 248
2019
Q4 		$110K Hold
3,750
– – 0.01% 233
2019
Q3 		$100K Buy
3,750
+3,000
+400% +$77.5K 0.01% 251
2019
Q2 		$18K Sell
750
-30
-4% -$760 ﹤0.01% 562
2019
Q1 		$20K Buy
780
+30
+4% +$726 ﹤0.01% 529
2018
Q4 		$17K Buy
+750
New +$17.1K ﹤0.01% 532
2018
Q2 		– Sell
-750
Closed -$12K – 1020
2018
Q1 		$12K Hold
750
– – ﹤0.01% 611
2017
Q4 		$12K Hold
750
– – ﹤0.01% 622
2017
Q3 		$11K Buy
+750
New +$9.9K ﹤0.01% 620
2013
Q3 		– Sell
-2,250
Closed -$17K – 778
2013
Q2 		$17K Buy
+2,250
New +$16.2K 0.01% 373

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

Reilly Financial Advisors's ORLY Position: Q4 2021 in Review

Reilly Financial Advisors increased its O'Reilly Automotive (ORLY) stake by 4.2% in Q4 2021, buying an estimated $22.7K and bringing the position to 12,975 shares worth $611K. The position accounts for 0.05% of the portfolio, ranked #142.

Reilly Financial Advisors first reported a position in ORLY in Q2 2013 and has held it in 17 quarters since. 1,095 funds tracked by Wall St. Rank hold ORLY as of Q4 2021.

  • Reilly Financial Advisors held 12,975 shares of O'Reilly Automotive worth $611K as of Q4 2021.
  • Reilly Financial Advisors bought 525 O'Reilly Automotive shares in Q4 2021, an estimated $22.7K.
  • O'Reilly Automotive made up 0.05% of Reilly Financial Advisors's portfolio in Q4 2021, its #142 holding.
  • Reilly Financial Advisors first reported a position in O'Reilly Automotive in Q2 2013 and has held it in 17 quarters since.
  • 1,095 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.