Berman Capital Advisors’s Old Republic International ORI Stock Holding History

Berman Capital Advisors’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 Q3	$13K	Sell	573 -9	-2%	-$223	﹤0.01%	1104
2021 Q2	$14K	Buy	582 +4	+0.7%	+$100	﹤0.01%	1031
2021 Q1	$12K	Sell	578 -18	-3%	-$361	﹤0.01%	967
2020 Q4	$11K	Buy	596 +110	+23%	+$1.93K	﹤0.01%	891
2020 Q3	$7K	Sell	486 -117	-19%	-$1.87K	﹤0.01%	929
2020 Q2	$9K	Buy	603 +530	+726%	+$8.37K	﹤0.01%	802
2020 Q1	$1K	Sell	73 -468	-87%	-$9.62K	﹤0.01%	1343
2019 Q4	$11K	Buy	541 +425	+366%	+$9.67K	﹤0.01%	712
2019 Q3	$2K	Buy	116 +6	+5%	+$137	﹤0.01%	1211
2019 Q2	$2K	Buy	110 +1	+0.9%	+$22	﹤0.01%	1216
2019 Q1	$2K	Buy	109 +100	+1,111%	+$2.08K	﹤0.01%	1109
2018 Q4	$0	Buy	+9	New	+$193	﹤0.01%	1221

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HCM

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's ORI Position: Q3 2021 in Review

Berman Capital Advisors reduced its Old Republic International (ORI) stake by 1.5% in Q3 2021, selling an estimated $223 and leaving 573 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Berman Capital Advisors first reported a position in ORI in Q4 2018 and has held it in 12 quarters since. The position peaked at $14K in Q2 2021. 453 funds tracked by Wall St. Rank hold ORI as of Q3 2021.

Berman Capital Advisors held 573 shares of Old Republic International worth $13K as of Q3 2021.
Berman Capital Advisors sold 9 Old Republic International shares in Q3 2021, an estimated $223.
Old Republic International made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1104 holding.
Berman Capital Advisors first reported a position in Old Republic International in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Old Republic International position peaked at $14K in Q2 2021.
453 funds tracked by Wall St. Rank held Old Republic International as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.