ZIG
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Zullo Investment Group’s O'Reilly Automotive ORLY Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-1,635
Closed -$92K – 522
2022
Q4 		$92K Hold
1,635
– – 0.06% 208
2022
Q3 		$77K Hold
1,635
– – 0.05% 222
2022
Q2 		$69K Hold
1,635
– – 0.04% 242
2022
Q1 		$75K Hold
1,635
– – 0.04% 254
2021
Q4 		$77K Buy
+1,635
New +$70.8K 0.04% 251

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zullo Investment Group's ORLY Position: Q1 2023 in Review

Zullo Investment Group sold out of O'Reilly Automotive (ORLY) in Q1 2023, closing a stake of 1,635 shares — an estimated $92K sold.

Zullo Investment Group first reported a position in ORLY in Q4 2021 and held it in 5 quarters. The position peaked at $92K in Q4 2022. 1,171 funds tracked by Wall St. Rank hold ORLY as of Q1 2023.

  • Zullo Investment Group reported no remaining O'Reilly Automotive position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 1,635 O'Reilly Automotive shares in Q1 2023, an estimated $92K.
  • Zullo Investment Group first reported a position in O'Reilly Automotive in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's O'Reilly Automotive position peaked at $92K in Q4 2022.
  • 1,171 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.