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Aperio Group’s Old Republic International ORI Stock Holding History

Aperio Group’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
Q4 		$3.69M Buy
186,973
+10,518
+6% +$185K 0.01% 959
2020
Q3 		$2.6M Sell
176,455
-131,639
-43% -$2.1M 0.01% 998
2020
Q2 		$5.03M Sell
308,094
-91,329
-23% -$1.44M 0.02% 731
2020
Q1 		$6.09M Sell
399,423
-2,693
-0.7% -$55.4K 0.03% 574
2019
Q4 		$8.99M Sell
402,116
-6,708
-2% -$153K 0.03% 528
2019
Q3 		$9.64M Buy
408,824
+182,485
+81% +$4.17M 0.04% 491
2019
Q2 		$5.07M Sell
226,339
-5,984
-3% -$132K 0.02% 711
2019
Q1 		$4.86M Sell
232,323
-38,352
-14% -$797K 0.02% 712
2018
Q4 		$5.57M Sell
270,675
-21,163
-7% -$453K 0.03% 599
2018
Q3 		$6.53M Sell
291,838
-15,331
-5% -$331K 0.03% 588
2018
Q2 		$6.12M Sell
307,169
-89,126
-22% -$1.87M 0.03% 594
2018
Q1 		$8.5M Buy
396,295
+237,474
+150% +$4.93M 0.04% 481
2017
Q4 		$3.4M Buy
158,821
+36,234
+30% +$740K 0.02% 782
2017
Q3 		$2.41M Sell
122,587
-11,384
-8% -$221K 0.01% 862
2017
Q2 		$2.62M Buy
133,971
+35,457
+36% +$707K 0.02% 804
2017
Q1 		$2.02M Buy
98,514
+8,346
+9% +$168K 0.01% 867
2016
Q4 		$1.71M Buy
90,168
+40,044
+80% +$721K 0.01% 884
2016
Q3 		$883K Buy
50,124
+9,140
+22% +$174K 0.01% 1163
2016
Q2 		$790K Buy
40,984
+1,567
+4% +$29.3K 0.01% 1180
2016
Q1 		$720K Buy
39,417
+2,092
+6% +$37.7K 0.01% 1197
2015
Q4 		$695K Buy
37,325
+2,439
+7% +$43.9K 0.01% 1172
2015
Q3 		$546K Buy
34,886
+459
+1% +$7.35K 0.01% 1249
2015
Q2 		$538K Buy
34,427
+3,604
+12% +$55.5K 0.01% 1275
2015
Q1 		$460K Sell
30,823
-551
-2% -$8.09K 0.01% 1323
2014
Q4 		$459K Buy
31,374
+11,784
+60% +$172K 0.01% 1271
2014
Q3 		$280K Sell
19,590
-130
-0.7% -$1.99K ﹤0.01% 1427
2014
Q2 		$326K Buy
19,720
+893
+5% +$14.9K ﹤0.01% 1348
2014
Q1 		$309K Buy
+18,827
New +$299K ﹤0.01% 1598
2013
Q4 		– Sell
-20,587
Closed -$338K – 1409
2013
Q3 		$317K Buy
20,587
+2,820
+16% +$40.5K 0.01% 1385
2013
Q2 		$229K Buy
+17,767
New +$235K 0.01% 1425

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
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Aperio Group's ORI Position: Q4 2020 in Review

Aperio Group increased its Old Republic International (ORI) stake by 6% in Q4 2020, buying an estimated $185K and bringing the position to 186,973 shares worth $3.69M. The position accounts for 0.01% of the portfolio, ranked #959.

Aperio Group first reported a position in ORI in Q2 2013 and has held it in 30 quarters since. The position peaked at $9.64M in Q3 2019. 400 funds tracked by Wall St. Rank hold ORI as of Q4 2020.

  • Aperio Group held 186,973 shares of Old Republic International worth $3.69M as of Q4 2020.
  • Aperio Group bought 10,518 Old Republic International shares in Q4 2020, an estimated $185K.
  • Old Republic International made up 0.01% of Aperio Group's portfolio in Q4 2020, its #959 holding.
  • Aperio Group first reported a position in Old Republic International in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Old Republic International position peaked at $9.64M in Q3 2019.
  • 400 funds tracked by Wall St. Rank held Old Republic International as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.