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Sutton Wealth Advisors’s O'Reilly Automotive ORLY Stock Holding History

Sutton Wealth Advisors’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 		$25.4K Buy
420
+120
+40% +$7.53K 0.01% 325
2023
Q2 		$19.1K Hold
300
– – 0.01% 358
2023
Q1 		$17K Sell
300
-30
-9% -$1.64K 0.01% 330
2022
Q4 		$18.6K Hold
330
– – 0.01% 723
2022
Q3 		$15.5K Sell
330
-30
-8% -$1.4K 0.01% 744
2022
Q2 		$15.2K Buy
360
+15
+4% +$645 0.01% 762
2022
Q1 		$15.8K Buy
345
+15
+5% +$670 0.01% 797
2021
Q4 		$15.5K Hold
330
– – 0.01% 793
2021
Q3 		$13.4K Buy
330
+45
+16% +$1.8K 0.01% 814
2021
Q2 		$10.8K Hold
285
– – ﹤0.01% 893
2021
Q1 		$9.64K Sell
285
-15
-5% -$465 ﹤0.01% 889
2020
Q4 		$9.05K Hold
300
– – ﹤0.01% 839
2020
Q3 		$9.22K Buy
300
+30
+11% +$912 ﹤0.01% 765
2020
Q2 		$7.59K Sell
270
-405
-60% -$10.6K ﹤0.01% 773
2020
Q1 		$13.5K Hold
675
– – 0.01% 576
2019
Q4 		$19.7K Hold
675
– – 0.01% 606
2019
Q3 		$17.9K Hold
675
– – 0.01% 618
2019
Q2 		$16.6K Buy
675
+45
+7% +$1.14K 0.01% 634
2019
Q1 		$16.3K Hold
630
– – 0.01% 649
2018
Q4 		$14.5K Buy
630
+405
+180% +$9.22K 0.01% 633
2018
Q3 		$5.21K Hold
225
– – ﹤0.01% 891
2018
Q2 		$4.1K Hold
225
– – ﹤0.01% 944
2018
Q1 		$3.71K Hold
225
– – ﹤0.01% 953
2017
Q4 		$3.61K Hold
225
– – ﹤0.01% 921
2017
Q3 		$3.23K Buy
225
+180
+400% +$2.38K ﹤0.01% 913
2017
Q2 		$656 Hold
45
– – ﹤0.01% 1021
2017
Q1 		$810 Hold
45
– – ﹤0.01% 988
2016
Q4 		$835 Hold
45
– – ﹤0.01% 978
2016
Q3 		$840 Hold
45
– – ﹤0.01% 969
2016
Q2 		$813 Sell
45
-885
-95% -$15.6K ﹤0.01% 934
2016
Q1 		$17K Buy
+930
New +$15.9K 0.02% 478

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

Sutton Wealth Advisors's ORLY Position: Q3 2023 in Review

Sutton Wealth Advisors increased its O'Reilly Automotive (ORLY) stake by 40% in Q3 2023, buying an estimated $7.53K and bringing the position to 420 shares worth $25.4K. The position accounts for 0.01% of the portfolio, ranked #325.

Sutton Wealth Advisors first reported a position in ORLY in Q1 2016 and has held it in 31 quarters since. 1,240 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

  • Sutton Wealth Advisors held 420 shares of O'Reilly Automotive worth $25.4K as of Q3 2023.
  • Sutton Wealth Advisors bought 120 O'Reilly Automotive shares in Q3 2023, an estimated $7.53K.
  • O'Reilly Automotive made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #325 holding.
  • Sutton Wealth Advisors first reported a position in O'Reilly Automotive in Q1 2016 and has held it in 31 quarters since.
  • 1,240 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.