Alpha Cubed Investments’s Old Republic International ORI Stock Holding History

Alpha Cubed Investments’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 Q1	–	Sell	-59,093	Closed	-$1.43M	–	308
2022 Q4	$1.43M	Buy	59,093 +112	+0.2%	+$2.63K	0.11%	101
2022 Q3	$1.23M	Buy	58,981 +644	+1%	+$14.5K	0.1%	100
2022 Q2	$1.3M	Buy	58,337 +111	+0.2%	+$2.57K	0.09%	108
2022 Q1	$1.51M	Buy	58,226 +96	+0.2%	+$2.48K	0.1%	111
2021 Q4	$1.43M	Buy	58,130 +716	+1%	+$17.8K	0.09%	107
2021 Q3	$1.33M	Buy	57,414 +93	+0.2%	+$2.3K	0.1%	106
2021 Q2	$1.43M	Buy	57,321 +82	+0.1%	+$2.06K	0.1%	104
2021 Q1	$1.25M	Buy	57,239 +584	+1%	+$11.7K	0.1%	108
2020 Q4	$1.12M	Buy	56,655 +102	+0.2%	+$1.79K	0.1%	109
2020 Q3	$834K	Buy	56,553 +122	+0.2%	+$1.95K	0.08%	108
2020 Q2	$920K	Buy	+56,431	New	+$891K	0.1%	86

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

Alpha Cubed Investments's ORI Position: Q1 2023 in Review

Alpha Cubed Investments sold out of Old Republic International (ORI) in Q1 2023, closing a stake of 59,093 shares — an estimated $1.43M sold.

Alpha Cubed Investments first reported a position in ORI in Q2 2020 and held it in 11 quarters. The position peaked at $1.51M in Q1 2022. 487 funds tracked by Wall St. Rank hold ORI as of Q1 2023.

Alpha Cubed Investments reported no remaining Old Republic International position as of Q1 2023 after selling out during the quarter.
Alpha Cubed Investments sold 59,093 Old Republic International shares in Q1 2023, an estimated $1.43M.
Alpha Cubed Investments first reported a position in Old Republic International in Q2 2020 and held it in 11 quarters.
Alpha Cubed Investments's Old Republic International position peaked at $1.51M in Q1 2022.
487 funds tracked by Wall St. Rank held Old Republic International as of Q1 2023.

Based on Alpha Cubed Investments's 13F filing for Q1 2023, filed 27 Apr 2023.