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Simplicity Solutions’s O'Reilly Automotive ORLY Stock Holding History

Simplicity Solutions’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
2023
Q4 		$1.07M Buy
16,830
+225
+1% +$14.2K 0.03% 425
2023
Q3 		$1.01M Sell
16,605
-1,905
-10% -$119K 0.03% 411
2023
Q2 		$1.18M Sell
18,510
-10,005
-35% -$611K 0.03% 424
2023
Q1 		$1.61M Buy
28,515
+18,660
+189% +$1.02M 0.04% 357
2022
Q4 		$555K Buy
9,855
+1,620
+20% +$87.1K 0.08% 313
2022
Q3 		$386K Buy
8,235
+1,515
+23% +$70.6K 0.06% 377
2022
Q2 		$283K Sell
6,720
-5,160
-43% -$222K 0.04% 455
2022
Q1 		$542K Hold
11,880
– – 0.07% 295
2021
Q4 		$560K Buy
11,880
+6,960
+141% +$301K 0.06% 354
2021
Q3 		$200K Buy
+4,920
New +$197K 0.03% 563
2021
Q1 		– Sell
-32,085
Closed -$968K – 817
2020
Q4 		$968K Buy
32,085
+2,355
+8% +$71.1K 0.01% 550
2020
Q3 		$914K Buy
29,730
+8,760
+42% +$266K 0.02% 500
2020
Q2 		$589K Buy
+20,970
New +$548K 0.01% 600
2019
Q2 		– Sell
-41,970
Closed -$1.09M – 803
2019
Q1 		$1.09M Buy
41,970
+7,770
+23% +$188K 0.06% 239
2018
Q4 		$785K Buy
+34,200
New +$779K 0.1% 219
2017
Q3 		– Sell
-15,135
Closed -$221K – 328
2017
Q2 		$221K Buy
+15,135
New +$247K 0.03% 379
2016
Q1 		– Sell
-51,675
Closed -$873K – 416
2015
Q4 		$873K Buy
+51,675
New +$896K 0.1% 287

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Simplicity Solutions's ORLY Position: Q4 2023 in Review

Simplicity Solutions increased its O'Reilly Automotive (ORLY) stake by 1.4% in Q4 2023, buying an estimated $14.2K and bringing the position to 16,830 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #425.

Simplicity Solutions first reported a position in ORLY in Q4 2015 and has held it in 17 quarters since. The position peaked at $1.61M in Q1 2023. 1,330 funds tracked by Wall St. Rank hold ORLY as of Q4 2023.

  • Simplicity Solutions held 16,830 shares of O'Reilly Automotive worth $1.07M as of Q4 2023.
  • Simplicity Solutions bought 225 O'Reilly Automotive shares in Q4 2023, an estimated $14.2K.
  • O'Reilly Automotive made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #425 holding.
  • Simplicity Solutions first reported a position in O'Reilly Automotive in Q4 2015 and has held it in 17 quarters since.
  • Simplicity Solutions's O'Reilly Automotive position peaked at $1.61M in Q1 2023.
  • 1,330 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.