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Wellington Shields Capital Management’s O'Reilly Automotive ORLY Stock Holding History

Wellington Shields Capital 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
-21,750
Closed -$349K – 343
2017
Q4 		$349K Buy
+21,750
New +$324K 0.05% 255
2017
Q3 		– Sell
-30,000
Closed -$437K – 329
2017
Q2 		$437K Hold
30,000
– – 0.07% 226
2017
Q1 		$540K Hold
30,000
– – 0.09% 196
2016
Q4 		$557K Sell
30,000
-3,000
-9% -$54.8K 0.09% 192
2016
Q3 		$616K Hold
33,000
– – 0.11% 179
2016
Q2 		$596K Hold
33,000
– – 0.1% 178
2016
Q1 		$602K Buy
+33,000
New +$563K 0.11% 168
2014
Q2 		– Sell
-30,000
Closed -$297K – 374
2014
Q1 		$297K Hold
30,000
– – 0.05% 271
2013
Q4 		$257K Buy
+30,000
New +$253K 0.05% 272

Other funds holding ORLY

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $6.12B AUM 15.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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