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Sterling Investment Advisors (Pennsylvania)’s O'Reilly Automotive ORLY Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q3 		– Sell
-2,250
Closed -$95K – 373
2022
Q2 		$95K Hold
2,250
– – 0.03% 185
2022
Q1 		$103K Hold
2,250
– – 0.03% 190
2021
Q4 		$106K Sell
2,250
-225
-9% -$9.74K 0.03% 191
2021
Q3 		$101K Buy
2,475
+225
+10% +$9.01K 0.03% 197
2021
Q2 		$85K Hold
2,250
– – 0.02% 211
2021
Q1 		$76K Hold
2,250
– – 0.02% 210
2020
Q4 		$68K Hold
2,250
– – 0.02% 206
2020
Q3 		$69K Hold
2,250
– – 0.03% 196
2020
Q2 		$63K Hold
2,250
– – 0.03% 194
2020
Q1 		$45K Sell
2,250
-750
-25% -$19.2K 0.02% 197
2019
Q4 		$87K Hold
3,000
– – 0.04% 165
2019
Q3 		$80K Hold
3,000
– – 0.04% 166
2019
Q2 		$74K Hold
3,000
– – 0.04% 175
2019
Q1 		$78K Hold
3,000
– – 0.04% 172
2018
Q4 		$68K Hold
3,000
– – 0.04% 169
2018
Q3 		$69K Hold
3,000
– – 0.04% 192
2018
Q2 		$54K Buy
+3,000
New +$52.2K 0.03% 200
2017
Q3 		– Sell
-585
Closed -$9K – 361
2017
Q2 		$9K Buy
+585
New +$9.55K 0.01% 303

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s ORLY Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of O'Reilly Automotive (ORLY) in Q3 2022, closing a stake of 2,250 shares — an estimated $95K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in ORLY in Q2 2017 and held it in 18 quarters. The position peaked at $106K in Q4 2021. 1,093 funds tracked by Wall St. Rank hold ORLY as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining O'Reilly Automotive position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 2,250 O'Reilly Automotive shares in Q3 2022, an estimated $95K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in O'Reilly Automotive in Q2 2017 and held it in 18 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s O'Reilly Automotive position peaked at $106K in Q4 2021.
  • 1,093 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.