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Smith & Howard Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Smith & Howard Wealth 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
2013
Q4 		– Sell
-5,880
Closed -$50K – 259
2013
Q3 		$50K Buy
+5,880
New +$48.1K 0.03% 110

Other funds holding ORLY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Smith & Howard Wealth Management's ORLY Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of O'Reilly Automotive (ORLY) in Q4 2013, closing a stake of 5,880 shares — an estimated $50K sold.

Smith & Howard Wealth Management first reported a position in ORLY in Q3 2013 and held it in 1 quarter. The position peaked at $50K in Q3 2013. 470 funds tracked by Wall St. Rank hold ORLY as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining O'Reilly Automotive position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 5,880 O'Reilly Automotive shares in Q4 2013, an estimated $50K.
  • Smith & Howard Wealth Management first reported a position in O'Reilly Automotive in Q3 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's O'Reilly Automotive position peaked at $50K in Q3 2013.
  • 470 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.