WWM
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Willingdon Wealth Management’s O'Reilly Automotive ORLY Stock Holding History

Willingdon Wealth 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
2020
Q1 		– Sell
-60
Closed -$2K – 363
2019
Q4 		$2K Hold
60
– – ﹤0.01% 331
2019
Q3 		$2K Buy
+60
New +$1.55K ﹤0.01% 361
2019
Q1 		– Sell
-495
Closed -$11K – 386
2018
Q4 		$11K Sell
495
-2,115
-81% -$48.1K ﹤0.01% 258
2018
Q3 		$60K Sell
2,610
-118,740
-98% -$2.52M 0.02% 194
2018
Q2 		$2.21M Sell
121,350
-74,805
-38% -$1.3M 0.68% 65
2018
Q1 		$3.23M Buy
196,155
+12,210
+7% +$207K 1.02% 34
2017
Q4 		$2.95M Buy
183,945
+5,610
+3% +$83.5K 0.97% 41
2017
Q3 		$2.56M Buy
+178,335
New +$2.35M 0.93% 46

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
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
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return