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Cambridge Trust’s Old Republic International ORI Stock Holding History

Cambridge Trust’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
-390
Closed -$11.5K – 706
2023
Q4 		$11.5K Buy
+390
New +$11K ﹤0.01% 564
2022
Q4 		– Sell
-408
Closed -$9K – 853
2022
Q3 		$9K Buy
408
+210
+106% +$4.73K ﹤0.01% 662
2022
Q2 		$4K Buy
+198
New +$4.58K ﹤0.01% 764

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cambridge Trust's ORI Position: Q1 2024 in Review

Cambridge Trust sold out of Old Republic International (ORI) in Q1 2024, closing a stake of 390 shares — an estimated $11.5K sold.

Cambridge Trust first reported a position in ORI in Q2 2022 and held it in 3 quarters. The position peaked at $11.5K in Q4 2023. 515 funds tracked by Wall St. Rank hold ORI as of Q1 2024.

  • Cambridge Trust reported no remaining Old Republic International position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 390 Old Republic International shares in Q1 2024, an estimated $11.5K.
  • Cambridge Trust first reported a position in Old Republic International in Q2 2022 and held it in 3 quarters.
  • Cambridge Trust's Old Republic International position peaked at $11.5K in Q4 2023.
  • 515 funds tracked by Wall St. Rank held Old Republic International as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.