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CSat Investment Advisory’s Old Republic International ORI Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-1,567
Closed -$23K – 827
2020
Q3 		$23K Buy
1,567
+212
+16% +$3.39K ﹤0.01% 829
2020
Q2 		$22K Buy
1,355
+477
+54% +$7.53K ﹤0.01% 812
2020
Q1 		$13K Buy
878
+142
+19% +$2.92K ﹤0.01% 834
2019
Q4 		$16K Buy
736
+92
+14% +$2.09K ﹤0.01% 854
2019
Q3 		$15K Buy
644
+139
+28% +$3.17K ﹤0.01% 795
2019
Q2 		$11K Buy
+505
New +$11.1K ﹤0.01% 855

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

CSat Investment Advisory's ORI Position: Q4 2020 in Review

CSat Investment Advisory sold out of Old Republic International (ORI) in Q4 2020, closing a stake of 1,567 shares — an estimated $23K sold.

CSat Investment Advisory first reported a position in ORI in Q2 2019 and held it in 6 quarters. The position peaked at $23K in Q3 2020. 400 funds tracked by Wall St. Rank hold ORI as of Q4 2020.

  • CSat Investment Advisory reported no remaining Old Republic International position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 1,567 Old Republic International shares in Q4 2020, an estimated $23K.
  • CSat Investment Advisory first reported a position in Old Republic International in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Old Republic International position peaked at $23K in Q3 2020.
  • 400 funds tracked by Wall St. Rank held Old Republic International as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.