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SevenBridge Financial Group’s O'Reilly Automotive ORLY Stock Holding History

SevenBridge Financial 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
2018
Q1 		– Sell
-285
Closed -$5K – 628
2017
Q4 		$5K Hold
285
– – ﹤0.01% 515
2017
Q3 		$4K Hold
285
– – ﹤0.01% 538
2017
Q2 		$4K Hold
285
– – ﹤0.01% 550
2017
Q1 		$5K Sell
285
-6,315
-96% -$114K ﹤0.01% 508
2016
Q4 		$123K Hold
6,600
– – 0.09% 169
2016
Q3 		$123K Sell
6,600
-975
-13% -$18.3K 0.09% 168
2016
Q2 		$137K Buy
+7,575
New +$134K 0.1% 169

Other funds holding ORLY

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SevenBridge Financial Group's ORLY Position: Q1 2018 in Review

SevenBridge Financial Group sold out of O'Reilly Automotive (ORLY) in Q1 2018, closing a stake of 285 shares — an estimated $5K sold.

SevenBridge Financial Group first reported a position in ORLY in Q2 2016 and held it in 7 quarters. The position peaked at $137K in Q2 2016. 703 funds tracked by Wall St. Rank hold ORLY as of Q1 2018.

  • SevenBridge Financial Group reported no remaining O'Reilly Automotive position as of Q1 2018 after selling out during the quarter.
  • SevenBridge Financial Group sold 285 O'Reilly Automotive shares in Q1 2018, an estimated $5K.
  • SevenBridge Financial Group first reported a position in O'Reilly Automotive in Q2 2016 and held it in 7 quarters.
  • SevenBridge Financial Group's O'Reilly Automotive position peaked at $137K in Q2 2016.
  • 703 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2018.

Based on SevenBridge Financial Group's 13F filing for Q1 2018, filed 11 May 2018.