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Sather Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Sather Financial Group’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
2018
Q3 		– Sell
-64,200
Closed -$1.17M – 68
2018
Q2 		$1.17M Hold
64,200
– – 0.26% 36
2018
Q1 		$1.06M Buy
64,200
+660
+1% +$11.2K 0.25% 37
2017
Q4 		$1.02M Hold
63,540
– – 0.25% 36
2017
Q3 		$912K Buy
+63,540
New +$839K 0.25% 38

Other funds holding ORLY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sather Financial Group's ORLY Position: Q3 2018 in Review

Sather Financial Group sold out of O'Reilly Automotive (ORLY) in Q3 2018, closing a stake of 64,200 shares — an estimated $1.17M sold.

Sather Financial Group first reported a position in ORLY in Q3 2017 and held it in 4 quarters. The position peaked at $1.17M in Q2 2018. 752 funds tracked by Wall St. Rank hold ORLY as of Q3 2018.

  • Sather Financial Group reported no remaining O'Reilly Automotive position as of Q3 2018 after selling out during the quarter.
  • Sather Financial Group sold 64,200 O'Reilly Automotive shares in Q3 2018, an estimated $1.17M.
  • Sather Financial Group first reported a position in O'Reilly Automotive in Q3 2017 and held it in 4 quarters.
  • Sather Financial Group's O'Reilly Automotive position peaked at $1.17M in Q2 2018.
  • 752 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2018.

Based on Sather Financial Group's 13F filing for Q3 2018, filed 7 Nov 2018.