Surevest’s O'Reilly Automotive ORLY Stock Holding History

Surevest’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	$1K	Hold	30	–	–	﹤0.01%	477
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	518
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	490
2021 Q4	$1K	Buy	+30	New	+$1.3K	﹤0.01%	499

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Surevest's ORLY Position: Q3 2022 in Review

Surevest held its O'Reilly Automotive (ORLY) position steady in Q3 2022 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Surevest first reported a position in ORLY in Q4 2021 and has held it in 4 quarters since. 1,092 funds tracked by Wall St. Rank hold ORLY as of Q3 2022.

Surevest held 30 shares of O'Reilly Automotive worth $1K as of Q3 2022.
Surevest left its O'Reilly Automotive share count unchanged in Q3 2022.
O'Reilly Automotive made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #477 holding.
Surevest first reported a position in O'Reilly Automotive in Q4 2021 and has held it in 4 quarters since.
1,092 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.