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Semmax Financial Advisors’s O'Reilly Automotive ORLY Stock Holding History

Semmax Financial 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
2021
Q3 		– Sell
-120
Closed -$5K – 270
2021
Q2 		$5K Hold
120
– – ﹤0.01% 198
2021
Q1 		$4K Hold
120
– – ﹤0.01% 216
2020
Q4 		$4K Hold
120
– – ﹤0.01% 189
2020
Q3 		$4K Hold
120
– – ﹤0.01% 186
2020
Q2 		$3K Hold
120
– – ﹤0.01% 213
2020
Q1 		$2K Hold
120
– – ﹤0.01% 228
2019
Q4 		$4K Sell
120
-32,175
-100% -$920K ﹤0.01% 226
2019
Q3 		$858K Buy
32,295
+5,115
+19% +$132K 0.51% 58
2019
Q2 		$669K Buy
27,180
+14,220
+110% +$360K 0.43% 63
2019
Q1 		$335K Buy
12,960
+8,025
+163% +$194K 0.23% 97
2018
Q4 		$113K Buy
+4,935
New +$112K 0.09% 146

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Semmax Financial Advisors's ORLY Position: Q3 2021 in Review

Semmax Financial Advisors sold out of O'Reilly Automotive (ORLY) in Q3 2021, closing a stake of 120 shares — an estimated $5K sold.

Semmax Financial Advisors first reported a position in ORLY in Q4 2018 and held it in 11 quarters. The position peaked at $858K in Q3 2019. 972 funds tracked by Wall St. Rank hold ORLY as of Q3 2021.

  • Semmax Financial Advisors reported no remaining O'Reilly Automotive position as of Q3 2021 after selling out during the quarter.
  • Semmax Financial Advisors sold 120 O'Reilly Automotive shares in Q3 2021, an estimated $5K.
  • Semmax Financial Advisors first reported a position in O'Reilly Automotive in Q4 2018 and held it in 11 quarters.
  • Semmax Financial Advisors's O'Reilly Automotive position peaked at $858K in Q3 2019.
  • 972 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2021.

Based on Semmax Financial Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.