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

BKM 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
2024
Q1 		– Sell
-1,000
Closed -$29.4K – 437
2023
Q4 		$29.4K Buy
+1,000
New +$28.1K 0.01% 322

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BKM Wealth Management's ORI Position: Q1 2024 in Review

BKM Wealth Management sold out of Old Republic International (ORI) in Q1 2024, closing a stake of 1,000 shares — an estimated $29.4K sold.

BKM Wealth Management first reported a position in ORI in Q4 2023 and held it in 1 quarter. The position peaked at $29.4K in Q4 2023. 515 funds tracked by Wall St. Rank hold ORI as of Q1 2024.

  • BKM Wealth Management reported no remaining Old Republic International position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,000 Old Republic International shares in Q1 2024, an estimated $29.4K.
  • BKM Wealth Management first reported a position in Old Republic International in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Old Republic International position peaked at $29.4K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Old Republic International as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.