CW
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Connectus Wealth’s Old Republic International ORI Stock Holding History

Connectus 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
2023
Q4 		– Sell
-10,000
Closed -$269K – 530
2023
Q3 		$269K Sell
10,000
-13,800
-58% -$372K 0.01% 439
2023
Q2 		$599K Hold
23,800
– – 0.01% 331
2023
Q1 		$594K Hold
23,800
– – 0.01% 326
2022
Q4 		$575K Hold
23,800
– – 0.01% 330
2022
Q3 		$498K Hold
23,800
– – 0.01% 403
2022
Q2 		$532K Hold
23,800
– – 0.01% 329
2022
Q1 		$585K Sell
23,800
-5
-0% -$129 0.02% 297
2021
Q4 		$585K Buy
+23,805
New +$591K 0.02% 260

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return