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Scharf Investments’s O'Reilly Automotive ORLY Stock Holding History

Scharf Investments’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
Q1 		– Sell
-55,905
Closed -$896K – 49
2017
Q4 		$896K Buy
55,905
+27,270
+95% +$406K 0.02% 41
2017
Q3 		$411K Buy
+28,635
New +$378K 0.01% 43

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Scharf Investments's ORLY Position: Q1 2018 in Review

Scharf Investments sold out of O'Reilly Automotive (ORLY) in Q1 2018, closing a stake of 55,905 shares — an estimated $896K sold.

Scharf Investments first reported a position in ORLY in Q3 2017 and held it in 2 quarters. The position peaked at $896K in Q4 2017. 703 funds tracked by Wall St. Rank hold ORLY as of Q1 2018.

  • Scharf Investments reported no remaining O'Reilly Automotive position as of Q1 2018 after selling out during the quarter.
  • Scharf Investments sold 55,905 O'Reilly Automotive shares in Q1 2018, an estimated $896K.
  • Scharf Investments first reported a position in O'Reilly Automotive in Q3 2017 and held it in 2 quarters.
  • Scharf Investments's O'Reilly Automotive position peaked at $896K in Q4 2017.
  • 703 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2018.

Based on Scharf Investments's 13F filing for Q1 2018, filed 14 May 2018.