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Zweig-DiMenna Associates’s O'Reilly Automotive ORLY Stock Holding History

Zweig-DiMenna Associates’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
Q4 		– Sell
-11,550
Closed -$267K – 160
2018
Q3 		$267K Buy
+11,550
New +$245K 0.02% 129
2016
Q1 		– Sell
-22,500
Closed -$380K – 257
2015
Q4 		$380K Buy
+22,500
New +$390K 0.02% 179
2015
Q3 		– Sell
-16,500
Closed -$249K – 270
2015
Q2 		$249K Buy
+16,500
New +$245K 0.01% 188
2015
Q1 		– Sell
-19,500
Closed -$250K – 324
2014
Q4 		$250K Buy
+19,500
New +$229K 0.01% 221

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zweig-DiMenna Associates's ORLY Position: Q4 2018 in Review

Zweig-DiMenna Associates sold out of O'Reilly Automotive (ORLY) in Q4 2018, closing a stake of 11,550 shares — an estimated $267K sold.

Zweig-DiMenna Associates first reported a position in ORLY in Q4 2014 and held it in 4 quarters. The position peaked at $380K in Q4 2015. 827 funds tracked by Wall St. Rank hold ORLY as of Q4 2018.

  • Zweig-DiMenna Associates reported no remaining O'Reilly Automotive position as of Q4 2018 after selling out during the quarter.
  • Zweig-DiMenna Associates sold 11,550 O'Reilly Automotive shares in Q4 2018, an estimated $267K.
  • Zweig-DiMenna Associates first reported a position in O'Reilly Automotive in Q4 2014 and held it in 4 quarters.
  • Zweig-DiMenna Associates's O'Reilly Automotive position peaked at $380K in Q4 2015.
  • 827 funds tracked by Wall St. Rank held O'Reilly Automotive as of Q4 2018.

Based on Zweig-DiMenna Associates's 13F filing for Q4 2018, filed 25 Jan 2019.