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Sargent Bickham Lagudis’s O'Reilly Automotive ORLY Stock Holding History

Sargent Bickham Lagudis’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
Q3 		– Sell
-165
Closed -$7K – 1086
2022
Q2 		$7K Buy
+165
New +$7.1K ﹤0.01% 746
2021
Q2 		– Sell
-900
Closed -$30K – 982
2021
Q1 		$30K Buy
+900
New +$27.9K ﹤0.01% 525
2018
Q2 		– Sell
-180
Closed -$3K – 788
2018
Q1 		$3K Sell
180
-405
-69% -$6.85K ﹤0.01% 705
2017
Q4 		$9K Buy
585
+405
+225% +$6.03K ﹤0.01% 624
2017
Q3 		$3K Hold
180
– – ﹤0.01% 739
2017
Q2 		$3K Sell
180
-1,320
-88% -$21.6K ﹤0.01% 694
2017
Q1 		$27K Hold
1,500
– – ﹤0.01% 445
2016
Q4 		$28K Hold
1,500
– – ﹤0.01% 419
2016
Q3 		$28 Buy
+1,500
New +$28.1K ﹤0.01% 434

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.12B AUM 15.27% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return