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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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $6.12B 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 $564B AUM 30.12% 1-Year Est. Return