Clifford Swan Investment Counsel’s Old Republic International ORI Stock Holding History

Clifford Swan Investment Counsel’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
2022 Q4	–	Sell	-12,781	Closed	-$268K	–	311
2022 Q3	$268K	Hold	12,781	–	–	0.01%	269
2022 Q2	$286K	Hold	12,781	–	–	0.01%	268
2022 Q1	$331K	Hold	12,781	–	–	0.01%	273
2021 Q4	$314K	Hold	12,781	–	–	0.01%	277
2021 Q3	$337K	Hold	12,781	–	–	0.01%	272
2021 Q2	$312K	Hold	12,781	–	–	0.01%	269
2021 Q1	$279K	Hold	12,781	–	–	0.01%	284
2020 Q4	$252K	Hold	12,781	–	–	0.01%	288
2020 Q3	$188K	Hold	12,781	–	–	0.01%	302
2020 Q2	$208K	Hold	12,781	–	–	0.01%	290
2020 Q1	$195K	Hold	12,781	–	–	0.01%	280
2019 Q4	$286K	Hold	12,781	–	–	0.01%	266
2019 Q3	$301K	Hold	12,781	–	–	0.02%	256
2019 Q2	$286K	Hold	12,781	–	–	0.02%	265
2019 Q1	$267K	Hold	12,781	–	–	0.01%	268
2018 Q4	$263K	Hold	12,781	–	–	0.02%	261
2018 Q3	$286K	Hold	12,781	–	–	0.01%	265
2018 Q2	$254K	Hold	12,781	–	–	0.01%	275
2018 Q1	$274K	Hold	12,781	–	–	0.02%	264
2017 Q4	$273K	Hold	12,781	–	–	0.01%	263
2017 Q3	$252K	Hold	12,781	–	–	0.02%	278
2017 Q2	$250K	Hold	12,781	–	–	0.02%	278
2017 Q1	$262K	Hold	12,781	–	–	0.02%	257
2016 Q4	$243K	Hold	12,781	–	–	0.02%	248
2016 Q3	$225K	Buy	+12,781	New	+$243K	0.02%	260

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

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

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

HCM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Clifford Swan Investment Counsel's ORI Position: Q4 2022 in Review

Clifford Swan Investment Counsel sold out of Old Republic International (ORI) in Q4 2022, closing a stake of 12,781 shares — an estimated $268K sold.

Clifford Swan Investment Counsel first reported a position in ORI in Q3 2016 and held it in 25 quarters. The position peaked at $337K in Q3 2021. 482 funds tracked by Wall St. Rank hold ORI as of Q4 2022.

Clifford Swan Investment Counsel reported no remaining Old Republic International position as of Q4 2022 after selling out during the quarter.
Clifford Swan Investment Counsel sold 12,781 Old Republic International shares in Q4 2022, an estimated $268K.
Clifford Swan Investment Counsel first reported a position in Old Republic International in Q3 2016 and held it in 25 quarters.
Clifford Swan Investment Counsel's Old Republic International position peaked at $337K in Q3 2021.
482 funds tracked by Wall St. Rank held Old Republic International as of Q4 2022.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2022, filed 3 Feb 2023.