Schneider Downs Wealth Management Advisors’s O'Reilly Automotive ORLY Stock Holding History

Schneider Downs Wealth Management Advisors’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	–	Sell	-6,600	Closed	-$309K	–	142
2022 Q3	$309K	Hold	6,600	–	–	0.09%	88
2022 Q2	$278K	Sell	6,600 -1,065	-14%	-$45.8K	0.08%	102
2022 Q1	$350K	Sell	7,665 -90	-1%	-$4.02K	0.09%	96
2021 Q4	$365K	Hold	7,755	–	–	0.09%	100
2021 Q3	$316K	Sell	7,755 -450	-5%	-$18K	0.08%	105
2021 Q2	$310K	Buy	8,205 +30	+0.4%	+$1.08K	0.08%	100
2021 Q1	$276K	Buy	+8,175	New	+$253K	0.07%	103

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Schneider Downs Wealth Management Advisors's ORLY Position: Q4 2022 in Review

Schneider Downs Wealth Management Advisors sold out of O'Reilly Automotive (ORLY) in Q4 2022, closing a stake of 6,600 shares — an estimated $309K sold.

Schneider Downs Wealth Management Advisors first reported a position in ORLY in Q1 2021 and held it in 7 quarters. The position peaked at $365K in Q4 2021. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

Schneider Downs Wealth Management Advisors reported no remaining O'Reilly Automotive position as of Q4 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 6,600 O'Reilly Automotive shares in Q4 2022, an estimated $309K.
Schneider Downs Wealth Management Advisors first reported a position in O'Reilly Automotive in Q1 2021 and held it in 7 quarters.
Schneider Downs Wealth Management Advisors's O'Reilly Automotive position peaked at $365K in Q4 2021.
1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.