TrueWealth LLC’s O'Reilly Automotive ORLY Stock Holding History

TrueWealth LLC’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
2020 Q2	$15K	Sell	525 -120	-19%	-$3.14K	0.01%	419
2020 Q1	$13K	Hold	645	–	–	0.01%	422
2019 Q4	$19K	Buy	645 +120	+23%	+$3.43K	0.01%	384
2019 Q3	$14K	Hold	525	–	–	0.01%	414
2019 Q2	$13K	Hold	525	–	–	0.01%	429
2019 Q1	$14K	Hold	525	–	–	0.01%	413
2018 Q4	$12K	Hold	525	–	–	0.01%	415
2018 Q3	$12K	Hold	525	–	–	0.01%	458
2018 Q2	$10K	Hold	525	–	–	﹤0.01%	487
2018 Q1	$9K	Hold	525	–	–	﹤0.01%	472
2017 Q4	$8K	Buy	+525	New	+$7.82K	﹤0.01%	558

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrueWealth LLC's ORLY Position: Q2 2020 in Review

TrueWealth LLC reduced its O'Reilly Automotive (ORLY) stake by 19% in Q2 2020, selling an estimated $3.14K and leaving 525 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #419.

TrueWealth LLC first reported a position in ORLY in Q4 2017 and has held it in 11 quarters since. The position peaked at $19K in Q4 2019. 852 funds tracked by Wall St. Rank hold ORLY as of Q2 2020.

TrueWealth LLC held 525 shares of O'Reilly Automotive worth $15K as of Q2 2020.
TrueWealth LLC sold 120 O'Reilly Automotive shares in Q2 2020, an estimated $3.14K.
O'Reilly Automotive made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #419 holding.
TrueWealth LLC first reported a position in O'Reilly Automotive in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's O'Reilly Automotive position peaked at $19K in Q4 2019.
852 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.