SlateStone Wealth’s O'Reilly Automotive ORLY Stock Holding History

SlateStone Wealth’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
2024 Q3	–	Sell	-4,560	Closed	-$321K	–	303
2024 Q2	$321K	Buy	+4,560	New	+$315K	0.03%	237

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SlateStone Wealth's ORLY Position: Q3 2024 in Review

SlateStone Wealth sold out of O'Reilly Automotive (ORLY) in Q3 2024, closing a stake of 4,560 shares — an estimated $321K sold.

SlateStone Wealth first reported a position in ORLY in Q2 2024 and held it in 1 quarter. The position peaked at $321K in Q2 2024. 1,389 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

SlateStone Wealth reported no remaining O'Reilly Automotive position as of Q3 2024 after selling out during the quarter.
SlateStone Wealth sold 4,560 O'Reilly Automotive shares in Q3 2024, an estimated $321K.
SlateStone Wealth first reported a position in O'Reilly Automotive in Q2 2024 and held it in 1 quarter.
SlateStone Wealth's O'Reilly Automotive position peaked at $321K in Q2 2024.
1,389 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on SlateStone Wealth's 13F filing for Q3 2024, filed 7 Nov 2024.