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Sheets Smith Investment Management’s O'Reilly Automotive ORLY Stock Holding History

Sheets Smith Investment Management’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
Q4 		$1.52M Buy
+27,960
New +$1.5M 1.67% 9
2022
Q2 		$1.38M Buy
+28,095
New +$1.21M 1.6% 12

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Sheets Smith Investment Management's ORLY Position: Q4 2022 in Review

Sheets Smith Investment Management opened a new position in O'Reilly Automotive (ORLY) in Q4 2022: 27,960 shares worth $1.52M. The stake represents 1.67% of the portfolio and ranks #9 among its holdings. This is a return to the name: Sheets Smith Investment Management previously reported a position in ORLY as recently as Q2 2022.

Sheets Smith Investment Management first reported a position in ORLY in Q2 2022 and has held it in 2 quarters since. 1,198 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

  • Sheets Smith Investment Management held 27,960 shares of O'Reilly Automotive worth $1.52M as of Q4 2022.
  • O'Reilly Automotive was a new Sheets Smith Investment Management position in Q4 2022.
  • O'Reilly Automotive made up 1.67% of Sheets Smith Investment Management's portfolio in Q4 2022, its #9 holding.
  • Sheets Smith Investment Management first reported a position in O'Reilly Automotive in Q2 2022 and has held it in 2 quarters since.
  • 1,198 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on Sheets Smith Investment Management's 13F filing for Q4 2022, filed 10 Feb 2023.