Sugarloaf Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Sugarloaf 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
2024 Q4	$238K	Hold	3,015	–	–	0.05%	145
2024 Q3	$231K	Hold	3,015	–	–	0.04%	143
2024 Q2	$212K	Hold	3,015	–	–	0.04%	136
2024 Q1	$227K	Sell	3,015 -75	-2%	-$5.25K	0.05%	133
2023 Q4	$196K	Hold	3,090	–	–	0.05%	136
2023 Q3	$187K	Hold	3,090	–	–	0.05%	134
2023 Q2	$197K	Hold	3,090	–	–	0.05%	139
2023 Q1	$175K	Hold	3,090	–	–	0.04%	141
2022 Q4	$174K	Hold	3,090	–	–	0.04%	140
2022 Q3	$145K	Hold	3,090	–	–	0.04%	154
2022 Q2	$130K	Hold	3,090	–	–	0.03%	164
2022 Q1	$141K	Sell	3,090 -240	-7%	-$10.7K	0.03%	156
2021 Q4	$157K	Sell	3,330 -30	-0.9%	-$1.3K	0.04%	151
2021 Q3	$137K	Buy	3,360 +270	+9%	+$10.8K	0.04%	159
2021 Q2	$117K	Hold	3,090	–	–	0.03%	170
2021 Q1	$104	Hold	3,090	–	–	0.03%	181
2020 Q4	$93K	Hold	3,090	–	–	0.03%	185
2020 Q3	$95K	Hold	3,090	–	–	0.03%	164
2020 Q2	$87K	Hold	3,090	–	–	0.03%	175
2020 Q1	$62K	Hold	3,090	–	–	0.03%	199
2019 Q4	$90K	Buy	+3,090	New	+$88.4K	0.04%	188

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

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

Sugarloaf Wealth Management's ORLY Position: Q4 2024 in Review

Sugarloaf Wealth Management held its O'Reilly Automotive (ORLY) position steady in Q4 2024 at 3,015 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #145.

Sugarloaf Wealth Management first reported a position in ORLY in Q4 2019 and has held it in 21 quarters since. 1,516 funds tracked by Wall St. Rank hold ORLY as of Q4 2024.

Sugarloaf Wealth Management held 3,015 shares of O'Reilly Automotive worth $238K as of Q4 2024.
Sugarloaf Wealth Management left its O'Reilly Automotive share count unchanged in Q4 2024.
O'Reilly Automotive made up 0.05% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #145 holding.
Sugarloaf Wealth Management first reported a position in O'Reilly Automotive in Q4 2019 and has held it in 21 quarters since.
1,516 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.