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Sun Life Financial’s O'Reilly Automotive ORLY Stock Holding History

Sun Life Financial’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
Q2 		– Sell
-630
Closed -$21K – 375
2021
Q1 		$21K Sell
630
-15
-2% -$465 ﹤0.01% 262
2020
Q4 		$19K Sell
645
-30
-4% -$906 ﹤0.01% 263
2020
Q3 		$21K Hold
675
– – ﹤0.01% 231
2020
Q2 		$19K Hold
675
– – ﹤0.01% 212
2020
Q1 		$14K Hold
675
– – ﹤0.01% 221
2019
Q4 		$20K Sell
675
-270
-29% -$7.72K 0.01% 217
2019
Q3 		$25K Sell
945
-15
-2% -$387 0.01% 371
2019
Q2 		$24K Sell
960
-1,050
-52% -$26.6K 0.01% 368
2019
Q1 		$52K Sell
2,010
-1,320
-40% -$31.9K 0.01% 353
2018
Q4 		$76K Sell
3,330
-15
-0.4% -$341 0.02% 326
2018
Q3 		$77K Hold
3,345
– – 0.01% 368
2018
Q2 		$61K Buy
3,345
+1,935
+137% +$33.7K 0.01% 392
2018
Q1 		$381 Sell
1,410
-1,395
-50% -$23.6K ﹤0.01% 454
2017
Q4 		$45K Sell
2,805
-6,915
-71% -$103K ﹤0.01% 291
2017
Q3 		$140K Sell
9,720
-435
-4% -$5.74K 0.01% 292
2017
Q2 		$148K Buy
10,155
+9,960
+5,108% +$163K 0.02% 272
2017
Q1 		$49 Buy
+195
New +$3.52K ﹤0.01% 505
2016
Q2 		– Sell
-4,485
Closed -$81.8K – 142
2016
Q1 		$81.8K Buy
+4,485
New +$76.6K 0.16% 25

Other funds holding ORLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Sun Life Financial's ORLY Position: Q2 2021 in Review

Sun Life Financial sold out of O'Reilly Automotive (ORLY) in Q2 2021, closing a stake of 630 shares — an estimated $21K sold.

Sun Life Financial first reported a position in ORLY in Q1 2016 and held it in 18 quarters. The position peaked at $148K in Q2 2017. 949 funds tracked by Wall St. Rank hold ORLY as of Q2 2021.

  • Sun Life Financial reported no remaining O'Reilly Automotive position as of Q2 2021 after selling out during the quarter.
  • Sun Life Financial sold 630 O'Reilly Automotive shares in Q2 2021, an estimated $21K.
  • Sun Life Financial first reported a position in O'Reilly Automotive in Q1 2016 and held it in 18 quarters.
  • Sun Life Financial's O'Reilly Automotive position peaked at $148K in Q2 2017.
  • 949 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2021.

Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.