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SWS Partners’s O'Reilly Automotive ORLY Stock Holding History

SWS Partners’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
Q3 		– Sell
-630
Closed -$44.4K – 235
2024
Q2 		$44.4K Buy
+630
New +$43.6K 0.01% 168
2018
Q1 		– Sell
-330
Closed -$5K – 404
2017
Q4 		$5K Buy
+330
New +$4.91K ﹤0.01% 326

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SWS Partners's ORLY Position: Q3 2024 in Review

SWS Partners sold out of O'Reilly Automotive (ORLY) in Q3 2024, closing a stake of 630 shares — an estimated $44.4K sold.

SWS Partners first reported a position in ORLY in Q4 2017 and held it in 2 quarters. The position peaked at $44.4K in Q2 2024. 1,390 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

  • SWS Partners reported no remaining O'Reilly Automotive position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 630 O'Reilly Automotive shares in Q3 2024, an estimated $44.4K.
  • SWS Partners first reported a position in O'Reilly Automotive in Q4 2017 and held it in 2 quarters.
  • SWS Partners's O'Reilly Automotive position peaked at $44.4K in Q2 2024.
  • 1,390 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.