Accel Wealth Management’s Old Republic International ORI Stock Holding History

Accel Wealth Management’s Portfolio ORI Stock Details ORI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-545	Closed	-$13.6K	–	645
2023 Q1	$13.6K	Buy	545 +6	+1%	+$151	0.01%	809
2022 Q4	$13K	Buy	539 +239	+80%	+$5.61K	0.01%	648
2022 Q3	$7K	Sell	300 -300	-50%	-$6.75K	﹤0.01%	803
2022 Q2	$13K	Hold	600	–	–	0.01%	646
2022 Q1	$16K	Sell	600 -277	-32%	-$7.14K	0.01%	607
2021 Q4	$22K	Hold	877	–	–	0.01%	552
2021 Q3	$20K	Buy	877 +300	+52%	+$7.42K	0.01%	505
2021 Q2	$14K	Buy	577 +1	+0.2%	+$25	0.01%	627
2021 Q1	$13K	Hold	576	–	–	0.01%	606
2020 Q4	$11K	Buy	+576	New	+$10.1K	0.01%	603

Other funds holding ORI

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

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Accel Wealth Management's ORI Position: Q2 2023 in Review

Accel Wealth Management sold out of Old Republic International (ORI) in Q2 2023, closing a stake of 545 shares — an estimated $13.6K sold.

Accel Wealth Management first reported a position in ORI in Q4 2020 and held it in 10 quarters. The position peaked at $22K in Q4 2021. 488 funds tracked by Wall St. Rank hold ORI as of Q2 2023.

Accel Wealth Management reported no remaining Old Republic International position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 545 Old Republic International shares in Q2 2023, an estimated $13.6K.
Accel Wealth Management first reported a position in Old Republic International in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Old Republic International position peaked at $22K in Q4 2021.
488 funds tracked by Wall St. Rank held Old Republic International as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.