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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 $6.73T AUM 46.02% 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 $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Connectus Wealth's ORI Position: Q4 2023 in Review

Connectus Wealth sold out of Old Republic International (ORI) in Q4 2023, closing a stake of 10,000 shares — an estimated $269K sold.

Connectus Wealth first reported a position in ORI in Q4 2021 and held it in 8 quarters. The position peaked at $599K in Q2 2023. 539 funds tracked by Wall St. Rank hold ORI as of Q4 2023.

  • Connectus Wealth reported no remaining Old Republic International position as of Q4 2023 after selling out during the quarter.
  • Connectus Wealth sold 10,000 Old Republic International shares in Q4 2023, an estimated $269K.
  • Connectus Wealth first reported a position in Old Republic International in Q4 2021 and held it in 8 quarters.
  • Connectus Wealth's Old Republic International position peaked at $599K in Q2 2023.
  • 539 funds tracked by Wall St. Rank held Old Republic International as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.