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Tilia Fiduciary Partners’s O'Reilly Automotive ORLY Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-1,800
Closed -$115K – 351
2023
Q2 		$115K Sell
1,800
-135
-7% -$8.24K 0.1% 121
2023
Q1 		$110K Hold
1,935
– – 0.1% 127
2022
Q4 		$109K Hold
1,935
– – 0.1% 132
2022
Q3 		$94K Hold
1,935
– – 0.1% 140
2022
Q2 		$84K Hold
1,935
– – 0.08% 154
2022
Q1 		$88K Hold
1,935
– – 0.07% 163
2021
Q4 		$91K Buy
+1,935
New +$83.7K 0.07% 166

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

Tilia Fiduciary Partners's ORLY Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of O'Reilly Automotive (ORLY) in Q3 2023, closing a stake of 1,800 shares — an estimated $115K sold.

Tilia Fiduciary Partners first reported a position in ORLY in Q4 2021 and held it in 7 quarters. The position peaked at $115K in Q2 2023. 1,240 funds tracked by Wall St. Rank hold ORLY as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining O'Reilly Automotive position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,800 O'Reilly Automotive shares in Q3 2023, an estimated $115K.
  • Tilia Fiduciary Partners first reported a position in O'Reilly Automotive in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's O'Reilly Automotive position peaked at $115K in Q2 2023.
  • 1,240 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.