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CreativeOne Wealth’s Old Republic International ORI Stock Holding History

CreativeOne 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
Q3 		– Sell
-8,985
Closed -$226K – 751
2023
Q2 		$226K Buy
+8,985
New +$225K 0.01% 742

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CreativeOne Wealth's ORI Position: Q3 2023 in Review

CreativeOne Wealth sold out of Old Republic International (ORI) in Q3 2023, closing a stake of 8,985 shares — an estimated $226K sold.

CreativeOne Wealth first reported a position in ORI in Q2 2023 and held it in 1 quarter. The position peaked at $226K in Q2 2023. 514 funds tracked by Wall St. Rank hold ORI as of Q3 2023.

  • CreativeOne Wealth reported no remaining Old Republic International position as of Q3 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 8,985 Old Republic International shares in Q3 2023, an estimated $226K.
  • CreativeOne Wealth first reported a position in Old Republic International in Q2 2023 and held it in 1 quarter.
  • CreativeOne Wealth's Old Republic International position peaked at $226K in Q2 2023.
  • 514 funds tracked by Wall St. Rank held Old Republic International as of Q3 2023.

Based on CreativeOne Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.