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

Sonora 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
2021
Q3 		$23K Buy
+555
New +$22.2K ﹤0.01% 597
2015
Q4 		– Sell
-435
Closed -$7K – 1048
2015
Q3 		$7K Buy
+435
New +$7.02K ﹤0.01% 599

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sonora Investment Management's ORLY Position: Q3 2021 in Review

Sonora Investment Management opened a new position in O'Reilly Automotive (ORLY) in Q3 2021: 555 shares worth $23K. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in ORLY as recently as Q3 2015.

Sonora Investment Management first reported a position in ORLY in Q3 2015 and has held it in 2 quarters since. 972 funds tracked by Wall St. Rank hold ORLY as of Q3 2021.

  • Sonora Investment Management held 555 shares of O'Reilly Automotive worth $23K as of Q3 2021.
  • O'Reilly Automotive was a new Sonora Investment Management position in Q3 2021.
  • O'Reilly Automotive made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #597 holding.
  • Sonora Investment Management first reported a position in O'Reilly Automotive in Q3 2015 and has held it in 2 quarters since.
  • 972 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.