The Family Firm’s O'Reilly Automotive ORLY Stock Holding History

The Family Firm’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	-150	Closed	-$10.6K	–	647
2024 Q2	$10.6K	Buy	+150	New	+$10.4K	﹤0.01%	671

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

The Family Firm's ORLY Position: Q3 2024 in Review

The Family Firm sold out of O'Reilly Automotive (ORLY) in Q3 2024, closing a stake of 150 shares — an estimated $10.6K sold.

The Family Firm first reported a position in ORLY in Q2 2024 and held it in 1 quarter. The position peaked at $10.6K in Q2 2024. 1,390 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

The Family Firm reported no remaining O'Reilly Automotive position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 150 O'Reilly Automotive shares in Q3 2024, an estimated $10.6K.
The Family Firm first reported a position in O'Reilly Automotive in Q2 2024 and held it in 1 quarter.
The Family Firm's O'Reilly Automotive position peaked at $10.6K in Q2 2024.
1,390 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.