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WBI Investments’s O'Reilly Automotive ORLY Stock Holding History

WBI Investments’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
Q1 		– Sell
-3,480
Closed -$220K – 228
2023
Q4 		$220K Buy
+3,480
New +$220K 0.04% 189
2015
Q3 		– Sell
-98,535
Closed -$1.48M – 235
2015
Q2 		$1.48M Buy
+98,535
New +$1.46M 0.04% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WBI Investments's ORLY Position: Q1 2024 in Review

WBI Investments sold out of O'Reilly Automotive (ORLY) in Q1 2024, closing a stake of 3,480 shares — an estimated $220K sold.

WBI Investments first reported a position in ORLY in Q2 2015 and held it in 2 quarters. The position peaked at $1.48M in Q2 2015. 1,386 funds tracked by Wall St. Rank hold ORLY as of Q1 2024.

  • WBI Investments reported no remaining O'Reilly Automotive position as of Q1 2024 after selling out during the quarter.
  • WBI Investments sold 3,480 O'Reilly Automotive shares in Q1 2024, an estimated $220K.
  • WBI Investments first reported a position in O'Reilly Automotive in Q2 2015 and held it in 2 quarters.
  • WBI Investments's O'Reilly Automotive position peaked at $1.48M in Q2 2015.
  • 1,386 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2024.

Based on WBI Investments's 13F filing for Q1 2024, filed 3 May 2024.