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

Baystate 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
2021 Q4	–	Sell	-12	Closed	–	–	940
2021 Q3	$0	Hold	12	–	–	﹤0.01%	876
2021 Q2	$0	Hold	12	–	–	﹤0.01%	838
2021 Q1	$0	Buy	12 +1	+9%	+$20	﹤0.01%	797
2020 Q4	$0	Sell	11 -1	-8%	-$18	﹤0.01%	739
2020 Q3	$0	Buy	12 +1	+9%	+$16	﹤0.01%	716
2020 Q2	$0	Hold	11	–	–	﹤0.01%	716
2020 Q1	$0	Hold	11	–	–	﹤0.01%	658
2019 Q4	$0	Hold	11	–	–	﹤0.01%	649
2019 Q3	$0	Buy	11 +1	+10%	+$23	﹤0.01%	619
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	589
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	603
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	609
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	623
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	634
2018 Q1	$1K	Hold	10	–	–	﹤0.01%	601
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	596
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	578
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	606
2017 Q1	$1K	Buy	+10	New	+$202	﹤0.01%	572

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

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

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

HCM

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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Baystate Wealth Management's ORI Position: Q4 2021 in Review

Baystate Wealth Management sold out of Old Republic International (ORI) in Q4 2021, closing a stake of 12 shares.

Baystate Wealth Management first reported a position in ORI in Q1 2017 and held it in 19 quarters. The position peaked at $1K in Q2 2019. 485 funds tracked by Wall St. Rank hold ORI as of Q4 2021.

Baystate Wealth Management reported no remaining Old Republic International position as of Q4 2021 after selling out during the quarter.
Baystate Wealth Management sold 12 Old Republic International shares in Q4 2021.
Baystate Wealth Management first reported a position in Old Republic International in Q1 2017 and held it in 19 quarters.
Baystate Wealth Management's Old Republic International position peaked at $1K in Q2 2019.
485 funds tracked by Wall St. Rank held Old Republic International as of Q4 2021.

Based on Baystate Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.