Buckingham Strategic Wealth’s Old Republic International ORI Stock Holding History

Buckingham Strategic Wealth’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 Q2	$468K	Buy	15,132 +686	+5%	+$21K	﹤0.01%	482
2024 Q1	$444K	Hold	14,446	–	–	﹤0.01%	494
2023 Q4	$425K	Sell	14,446 -300	-2%	-$8.44K	0.01%	480
2023 Q3	$397K	Buy	14,746 +312	+2%	+$8.42K	0.01%	471
2023 Q2	$363K	Buy	14,434 +469	+3%	+$11.7K	0.01%	491
2023 Q1	$337K	Hold	13,965	–	–	0.01%	462
2022 Q4	$337K	Sell	13,965 -317	-2%	-$7.43K	0.01%	464
2022 Q3	$299K	Hold	14,282	–	–	0.01%	471
2022 Q2	$319K	Buy	14,282 +5,166	+57%	+$120K	0.01%	455
2022 Q1	$236K	Buy	9,116 +447	+5%	+$11.5K	﹤0.01%	530
2021 Q4	$213K	Hold	8,669	–	–	﹤0.01%	552
2021 Q3	$201K	Hold	8,669	–	–	﹤0.01%	568
2021 Q2	$216K	Buy	+8,669	New	+$218K	0.01%	550
2020 Q4	–	Sell	-10,583	Closed	-$156K	–	565
2020 Q3	$156K	Hold	10,583	–	–	0.01%	455
2020 Q2	$173K	Buy	+10,583	New	+$167K	0.02%	383

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

HCM

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

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

Norges Bank Oslo, Norway $1T AUM

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

Buckingham Strategic Wealth's ORI Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Old Republic International (ORI) stake by 4.7% in Q2 2024, buying an estimated $21K and bringing the position to 15,132 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Buckingham Strategic Wealth first reported a position in ORI in Q2 2020 and has held it in 15 quarters since. 517 funds tracked by Wall St. Rank hold ORI as of Q2 2024.

Buckingham Strategic Wealth held 15,132 shares of Old Republic International worth $468K as of Q2 2024.
Buckingham Strategic Wealth bought 686 Old Republic International shares in Q2 2024, an estimated $21K.
Old Republic International made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #482 holding.
Buckingham Strategic Wealth first reported a position in Old Republic International in Q2 2020 and has held it in 15 quarters since.
517 funds tracked by Wall St. Rank held Old Republic International as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.