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

Safeguard Financial’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 Q3	–	Sell	-30	Closed	-$1K	–	404
2023 Q2	$1K	Buy	+30	New	+$1.83K	﹤0.01%	565

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Safeguard Financial's ORLY Position: Q3 2023 in Review

Safeguard Financial sold out of O'Reilly Automotive (ORLY) in Q3 2023, closing a stake of 30 shares — an estimated $1K sold.

Safeguard Financial first reported a position in ORLY in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 1,239 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

Safeguard Financial reported no remaining O'Reilly Automotive position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 30 O'Reilly Automotive shares in Q3 2023, an estimated $1K.
Safeguard Financial first reported a position in O'Reilly Automotive in Q2 2023 and held it in 1 quarter.
Safeguard Financial's O'Reilly Automotive position peaked at $1K in Q2 2023.
1,239 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.