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Sanford Advisory Services’s O'Reilly Automotive ORLY Stock Holding History

Sanford Advisory Services’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 		$573K Hold
10,185
– – 0.14% 78
2022
Q3 		$478K Buy
10,185
+225
+2% +$10.5K 0.14% 68
2022
Q2 		$419K Buy
9,960
+5,460
+121% +$235K 0.12% 74
2022
Q1 		$205K Buy
+4,500
New +$201K 0.06% 106

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

Sanford Advisory Services's ORLY Position: Q4 2022 in Review

Sanford Advisory Services held its O'Reilly Automotive (ORLY) position steady in Q4 2022 at 10,185 shares worth $573K. The position accounts for 0.14% of the portfolio, ranked #78.

Sanford Advisory Services first reported a position in ORLY in Q1 2022 and has held it in 4 quarters since. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • Sanford Advisory Services held 10,185 shares of O'Reilly Automotive worth $573K as of Q4 2022.
  • Sanford Advisory Services left its O'Reilly Automotive share count unchanged in Q4 2022.
  • O'Reilly Automotive made up 0.14% of Sanford Advisory Services's portfolio in Q4 2022, its #78 holding.
  • Sanford Advisory Services first reported a position in O'Reilly Automotive in Q1 2022 and has held it in 4 quarters since.
  • 1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.