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Schaper Benz & Wise Investment Counsel’s O'Reilly Automotive ORLY Stock Holding History

Schaper Benz & Wise Investment Counsel’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
2017
Q3 		– Sell
-17,250
Closed -$252K – 113
2017
Q2 		$252K Buy
+17,250
New +$282K 0.04% 112

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel's ORLY Position: Q3 2017 in Review

Schaper Benz & Wise Investment Counsel sold out of O'Reilly Automotive (ORLY) in Q3 2017, closing a stake of 17,250 shares — an estimated $252K sold.

Schaper Benz & Wise Investment Counsel first reported a position in ORLY in Q2 2017 and held it in 1 quarter. The position peaked at $252K in Q2 2017. 634 funds tracked by Wall St. Rank hold ORLY as of Q3 2017.

  • Schaper Benz & Wise Investment Counsel reported no remaining O'Reilly Automotive position as of Q3 2017 after selling out during the quarter.
  • Schaper Benz & Wise Investment Counsel sold 17,250 O'Reilly Automotive shares in Q3 2017, an estimated $252K.
  • Schaper Benz & Wise Investment Counsel first reported a position in O'Reilly Automotive in Q2 2017 and held it in 1 quarter.
  • Schaper Benz & Wise Investment Counsel's O'Reilly Automotive position peaked at $252K in Q2 2017.
  • 634 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2017.

Based on Schaper Benz & Wise Investment Counsel's 13F filing for Q3 2017, filed 2 Nov 2017.