YorkBridge Wealth Partners’s O'Reilly Automotive ORLY Stock Holding History

YorkBridge Wealth Partners’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
2022 Q4	$235K	Sell	4,170 -195	-4%	-$10.5K	0.06%	228
2022 Q3	$205K	Buy	+4,365	New	+$204K	0.05%	261
2022 Q2	–	Sell	-4,575	Closed	-$209K	–	289
2022 Q1	$209K	Buy	+4,575	New	+$204K	0.05%	278
2020 Q1	–	Sell	-65,880	Closed	-$1.93M	–	173
2019 Q4	$1.93M	Buy	65,880 +525	+0.8%	+$15K	0.88%	36
2019 Q3	$1.74M	Buy	65,355 +690	+1%	+$17.8K	0.87%	39
2019 Q2	$1.59M	Sell	64,665 -12,345	-16%	-$313K	0.71%	39
2019 Q1	$1.99M	Sell	77,010 -6,060	-7%	-$147K	0.92%	26
2018 Q4	$1.91M	Buy	83,070 +810	+1%	+$18.4K	1.01%	21
2018 Q3	$1.9M	Buy	82,260 +2,025	+3%	+$43K	0.87%	26
2018 Q2	$1.46M	Buy	80,235 +10,515	+15%	+$183K	0.64%	40
2018 Q1	$1.07M	Buy	69,720 +3,510	+5%	+$59.4K	0.49%	58
2017 Q4	$1.09M	Sell	66,210 -1,905	-3%	-$28.4K	0.53%	50
2017 Q3	$978K	Buy	68,115 +7,290	+12%	+$96.2K	0.51%	52
2017 Q2	$894K	Buy	60,825 +3,150	+5%	+$51.4K	0.47%	56
2017 Q1	$945K	Buy	57,675 +7,575	+15%	+$137K	0.49%	56
2016 Q4	$924K	Buy	+50,100	New	+$915K	0.55%	51

Other funds holding ORLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

YorkBridge Wealth Partners's ORLY Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its O'Reilly Automotive (ORLY) stake by 4.5% in Q4 2022, selling an estimated $10.5K and leaving 4,170 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #228.

YorkBridge Wealth Partners first reported a position in ORLY in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.99M in Q1 2019. 1,197 funds tracked by Wall St. Rank hold ORLY as of Q4 2022.

YorkBridge Wealth Partners held 4,170 shares of O'Reilly Automotive worth $235K as of Q4 2022.
YorkBridge Wealth Partners sold 195 O'Reilly Automotive shares in Q4 2022, an estimated $10.5K.
O'Reilly Automotive made up 0.06% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #228 holding.
YorkBridge Wealth Partners first reported a position in O'Reilly Automotive in Q4 2016 and has held it in 16 quarters since.
YorkBridge Wealth Partners's O'Reilly Automotive position peaked at $1.99M in Q1 2019.
1,197 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.