UM
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Ulysses Management’s O'Reilly Automotive ORLY Stock Holding History

Ulysses Management’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
2018
Q1 		– Sell
-150,000
Closed -$2.41M – 66
2017
Q4 		$2.41M Hold
150,000
– – 0.26% 36
2017
Q3 		$2.15M Buy
+150,000
New +$1.98M 0.23% 39

Other funds holding ORLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ulysses Management's ORLY Position: Q1 2018 in Review

Ulysses Management sold out of O'Reilly Automotive (ORLY) in Q1 2018, closing a stake of 150,000 shares — an estimated $2.41M sold.

Ulysses Management first reported a position in ORLY in Q3 2017 and held it in 2 quarters. The position peaked at $2.41M in Q4 2017. 703 funds tracked by Wall St. Rank hold ORLY as of Q1 2018.

  • Ulysses Management reported no remaining O'Reilly Automotive position as of Q1 2018 after selling out during the quarter.
  • Ulysses Management sold 150,000 O'Reilly Automotive shares in Q1 2018, an estimated $2.41M.
  • Ulysses Management first reported a position in O'Reilly Automotive in Q3 2017 and held it in 2 quarters.
  • Ulysses Management's O'Reilly Automotive position peaked at $2.41M in Q4 2017.
  • 703 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2018.

Based on Ulysses Management's 13F filing for Q1 2018, filed 15 May 2018.