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Seven Springs Wealth Group’s O'Reilly Automotive ORLY Stock Holding History

Seven Springs Wealth Group’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
Q3 		– Sell
-18,360
Closed -$773K – 64
2022
Q2 		$773K Hold
18,360
– – 0.39% 32
2022
Q1 		$838K Hold
18,360
– – 0.4% 30
2021
Q4 		$864K Hold
18,360
– – 0.39% 29
2021
Q3 		$748K Hold
18,360
– – 0.37% 31
2021
Q2 		$693K Hold
18,360
– – 0.3% 33
2021
Q1 		$621K Hold
18,360
– – 0.29% 30
2020
Q4 		$554K Hold
18,360
– – 0.29% 32
2020
Q3 		$564K Buy
+18,360
New +$558K 0.35% 25

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Seven Springs Wealth Group's ORLY Position: Q3 2022 in Review

Seven Springs Wealth Group sold out of O'Reilly Automotive (ORLY) in Q3 2022, closing a stake of 18,360 shares — an estimated $773K sold.

Seven Springs Wealth Group first reported a position in ORLY in Q3 2020 and held it in 8 quarters. The position peaked at $864K in Q4 2021. 1,092 funds tracked by Wall St. Rank hold ORLY as of Q3 2022.

  • Seven Springs Wealth Group reported no remaining O'Reilly Automotive position as of Q3 2022 after selling out during the quarter.
  • Seven Springs Wealth Group sold 18,360 O'Reilly Automotive shares in Q3 2022, an estimated $773K.
  • Seven Springs Wealth Group first reported a position in O'Reilly Automotive in Q3 2020 and held it in 8 quarters.
  • Seven Springs Wealth Group's O'Reilly Automotive position peaked at $864K in Q4 2021.
  • 1,092 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2022.

Based on Seven Springs Wealth Group's 13F filing for Q3 2022, filed 21 Oct 2022.