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ORLY icon

Wealthfront’s O'Reilly Automotive ORLY Stock Holding History

Wealthfront’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
Q3 		$1.75M Buy
75,675
+375
+0.5% +$7.97K 0.02% 142
2018
Q2 		$1.37M Buy
75,300
+12,510
+20% +$218K 0.01% 183
2018
Q1 		$1.04M Buy
62,790
+7,395
+13% +$125K 0.01% 249
2017
Q4 		$888K Buy
55,395
+4,650
+9% +$69.2K 0.01% 241
2017
Q3 		$729K Buy
50,745
+21,495
+73% +$284K 0.01% 251
2017
Q2 		$427K Sell
29,250
-5,100
-15% -$83.3K 0.01% 306
2017
Q1 		$618K Sell
34,350
-4,875
-12% -$88.1K 0.01% 193
2016
Q4 		$728K Sell
39,225
-3,210
-8% -$58.6K 0.02% 145
2016
Q3 		$792K Buy
42,435
+7,695
+22% +$144K 0.02% 128
2016
Q2 		$628K Buy
34,740
+3,300
+10% +$58.3K 0.02% 141
2016
Q1 		$574K Sell
31,440
-4,950
-14% -$84.5K 0.02% 137
2015
Q4 		$615K Buy
36,390
+1,575
+5% +$27.3K 0.02% 122
2015
Q3 		$580K Buy
34,815
+10,665
+44% +$172K 0.02% 119
2015
Q2 		$364K Buy
24,150
+3,360
+16% +$49.8K 0.02% 152
2015
Q1 		$300K Buy
20,790
+1,695
+9% +$22.8K 0.01% 160
2014
Q4 		$245K Buy
19,095
+3,840
+25% +$45K 0.01% 168
2014
Q3 		$153K Buy
15,255
+4,560
+43% +$46.6K 0.01% 199
2014
Q2 		$109K Buy
10,695
+1,665
+18% +$16.4K 0.01% 205
2014
Q1 		$90K Buy
+9,030
New +$86.2K 0.01% 143

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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront's ORLY Position: Q3 2018 in Review

Wealthfront increased its O'Reilly Automotive (ORLY) stake by 0.5% in Q3 2018, buying an estimated $7.97K and bringing the position to 75,675 shares worth $1.75M. The position accounts for 0.02% of the portfolio, ranked #142.

Wealthfront first reported a position in ORLY in Q1 2014 and has held it in 19 quarters since. 752 funds tracked by Wall St. Rank hold ORLY as of Q3 2018.

  • Wealthfront held 75,675 shares of O'Reilly Automotive worth $1.75M as of Q3 2018.
  • Wealthfront bought 375 O'Reilly Automotive shares in Q3 2018, an estimated $7.97K.
  • O'Reilly Automotive made up 0.02% of Wealthfront's portfolio in Q3 2018, its #142 holding.
  • Wealthfront first reported a position in O'Reilly Automotive in Q1 2014 and has held it in 19 quarters since.
  • 752 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.