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VitalStone Financial’s O'Reilly Automotive ORLY Stock Holding History

VitalStone Financial’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 		$12.7K Buy
+165
New +$12.1K 0.01% 250
2024
Q2 		– Sell
-525
Closed -$40K – 554
2024
Q1 		$40K Sell
525
-825
-61% -$57.7K 0.03% 184
2023
Q4 		$86K Buy
+1,350
New +$85.3K 0.07% 125

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VitalStone Financial's ORLY Position: Q3 2024 in Review

VitalStone Financial opened a new position in O'Reilly Automotive (ORLY) in Q3 2024: 165 shares worth $12.7K. The stake represents 0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: VitalStone Financial previously reported a position in ORLY as recently as Q1 2024.

VitalStone Financial first reported a position in ORLY in Q4 2023 and has held it in 3 quarters since. The position peaked at $86K in Q4 2023. 1,390 funds tracked by Wall St. Rank hold ORLY as of Q3 2024.

  • VitalStone Financial held 165 shares of O'Reilly Automotive worth $12.7K as of Q3 2024.
  • O'Reilly Automotive was a new VitalStone Financial position in Q3 2024.
  • O'Reilly Automotive made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #250 holding.
  • VitalStone Financial first reported a position in O'Reilly Automotive in Q4 2023 and has held it in 3 quarters since.
  • VitalStone Financial's O'Reilly Automotive position peaked at $86K in Q4 2023.
  • 1,390 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.