Squar Milner Financial Services’s O'Reilly Automotive ORLY Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-135	Closed	-$2K	–	548
2020 Q1	$2K	Sell	135 -10,335	-99%	-$264K	﹤0.01%	673
2019 Q4	$305K	Buy	+10,470	New	+$300K	0.15%	138
2019 Q3	–	Sell	-1,110	Closed	-$27K	–	556
2019 Q2	$27K	Buy	1,110 +495	+80%	+$12.5K	0.02%	423
2019 Q1	$15K	Buy	615 +420	+215%	+$10.2K	0.01%	459
2018 Q4	$4K	Hold	195	–	–	﹤0.01%	605
2018 Q3	$5K	Sell	195 -360	-65%	-$7.65K	﹤0.01%	609
2018 Q2	$10K	Buy	+555	New	+$9.66K	0.01%	587

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

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

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Squar Milner Financial Services's ORLY Position: Q2 2020 in Review

Squar Milner Financial Services sold out of O'Reilly Automotive (ORLY) in Q2 2020, closing a stake of 135 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in ORLY in Q2 2018 and held it in 7 quarters. The position peaked at $305K in Q4 2019. 852 funds tracked by Wall St. Rank hold ORLY as of Q2 2020.

Squar Milner Financial Services reported no remaining O'Reilly Automotive position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 135 O'Reilly Automotive shares in Q2 2020, an estimated $2K.
Squar Milner Financial Services first reported a position in O'Reilly Automotive in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's O'Reilly Automotive position peaked at $305K in Q4 2019.
852 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.