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Security National Trust’s O'Reilly Automotive ORLY Stock Holding History

Security National Trust’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
-3,000
Closed -$44K – 413
2017
Q2 		$44K Sell
3,000
-3,000
-50% -$49K 0.01% 284
2017
Q1 		$108K Hold
6,000
– – 0.04% 225
2016
Q4 		$111K Hold
6,000
– – 0.04% 215
2016
Q3 		$112K Hold
6,000
– – 0.04% 213
2016
Q2 		$108K Hold
6,000
– – 0.04% 211
2016
Q1 		$109K Hold
6,000
– – 0.04% 212
2015
Q4 		$101K Hold
6,000
– – 0.04% 209
2015
Q3 		$100K Buy
+6,000
New +$96.9K 0.04% 215

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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 $3.38T AUM 44.17% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Security National Trust's ORLY Position: Q3 2017 in Review

Security National Trust sold out of O'Reilly Automotive (ORLY) in Q3 2017, closing a stake of 3,000 shares — an estimated $44K sold.

Security National Trust first reported a position in ORLY in Q3 2015 and held it in 8 quarters. The position peaked at $112K in Q3 2016. 634 funds tracked by Wall St. Rank hold ORLY as of Q3 2017.

  • Security National Trust reported no remaining O'Reilly Automotive position as of Q3 2017 after selling out during the quarter.
  • Security National Trust sold 3,000 O'Reilly Automotive shares in Q3 2017, an estimated $44K.
  • Security National Trust first reported a position in O'Reilly Automotive in Q3 2015 and held it in 8 quarters.
  • Security National Trust's O'Reilly Automotive position peaked at $112K in Q3 2016.
  • 634 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2017.

Based on Security National Trust's 13F filing for Q3 2017, filed 8 Nov 2017.