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Advisor Partners’s Old Republic International ORI Stock Holding History

Advisor Partners’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
2020
Q2 		– Sell
-14,316
Closed -$218K – 702
2020
Q1 		$218K Buy
+14,316
New +$294K 0.03% 525

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Partners's ORI Position: Q2 2020 in Review

Advisor Partners sold out of Old Republic International (ORI) in Q2 2020, closing a stake of 14,316 shares — an estimated $218K sold.

Advisor Partners first reported a position in ORI in Q1 2020 and held it in 1 quarter. The position peaked at $218K in Q1 2020. 401 funds tracked by Wall St. Rank hold ORI as of Q2 2020.

  • Advisor Partners reported no remaining Old Republic International position as of Q2 2020 after selling out during the quarter.
  • Advisor Partners sold 14,316 Old Republic International shares in Q2 2020, an estimated $218K.
  • Advisor Partners first reported a position in Old Republic International in Q1 2020 and held it in 1 quarter.
  • Advisor Partners's Old Republic International position peaked at $218K in Q1 2020.
  • 401 funds tracked by Wall St. Rank held Old Republic International as of Q2 2020.

Based on Advisor Partners's 13F filing for Q2 2020, filed 12 Aug 2020.