SFG
ORLY icon

Steward Financial Group’s O'Reilly Automotive ORLY Stock Holding History

Steward Financial Group’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
2023
Q3 		$26K Buy
435
+255
+142% +$16K 0.01% 217
2023
Q2 		$11K Buy
180
+75
+71% +$4.58K ﹤0.01% 357
2023
Q1 		$5K Buy
105
+60
+133% +$3.29K ﹤0.01% 322
2022
Q4 		$2K Buy
+45
New +$2.42K ﹤0.01% 342
2022
Q3 		– Sell
-15
Closed – – 946
2022
Q2 		$0 Buy
+15
New +$645 ﹤0.01% 1258

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Steward Financial Group's ORLY Position: Q3 2023 in Review

Steward Financial Group increased its O'Reilly Automotive (ORLY) stake by 142% in Q3 2023, buying an estimated $16K and bringing the position to 435 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #217.

Steward Financial Group first reported a position in ORLY in Q2 2022 and has held it in 5 quarters since. 1,239 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

  • Steward Financial Group held 435 shares of O'Reilly Automotive worth $26K as of Q3 2023.
  • Steward Financial Group bought 255 O'Reilly Automotive shares in Q3 2023, an estimated $16K.
  • O'Reilly Automotive made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #217 holding.
  • Steward Financial Group first reported a position in O'Reilly Automotive in Q2 2022 and has held it in 5 quarters since.
  • 1,239 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.