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

Windsor 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
2015
Q4 		– Sell
-3,000
Closed -$50K – 326
2015
Q3 		$50K Buy
+3,000
New +$48.4K 0.03% 167
2014
Q1 		– Sell
-3,000
Closed -$26K – 227
2013
Q4 		$26K Hold
3,000
– – 0.02% 236
2013
Q3 		$26K Hold
3,000
– – 0.02% 246
2013
Q2 		$23K Buy
+3,000
New +$21.6K 0.01% 252

Other funds holding ORLY

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Windsor Capital Management's ORLY Position: Q4 2015 in Review

Windsor Capital Management sold out of O'Reilly Automotive (ORLY) in Q4 2015, closing a stake of 3,000 shares — an estimated $50K sold.

Windsor Capital Management first reported a position in ORLY in Q2 2013 and held it in 4 quarters. The position peaked at $50K in Q3 2015. 680 funds tracked by Wall St. Rank hold ORLY as of Q4 2015.

  • Windsor Capital Management reported no remaining O'Reilly Automotive position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 3,000 O'Reilly Automotive shares in Q4 2015, an estimated $50K.
  • Windsor Capital Management first reported a position in O'Reilly Automotive in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's O'Reilly Automotive position peaked at $50K in Q3 2015.
  • 680 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.