Disciplined Investments’s Old Republic International ORI Stock Holding History

Disciplined Investments’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	-74	Closed	-$1.86K	–	1116
2023 Q2	$1.86K	Sell	74 -5	-6%	-$125	﹤0.01%	687
2023 Q1	$1.97K	Buy	79 +16	+25%	+$403	﹤0.01%	664
2022 Q4	$1.52K	Buy	63 +6	+11%	+$141	﹤0.01%	724
2022 Q3	$1K	Sell	57 -17	-23%	-$383	﹤0.01%	1022
2022 Q2	$2K	Buy	74 +5	+7%	+$116	﹤0.01%	712
2022 Q1	$2K	Buy	+69	New	+$1.78K	﹤0.01%	760

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Disciplined Investments's ORI Position: Q3 2023 in Review

Disciplined Investments sold out of Old Republic International (ORI) in Q3 2023, closing a stake of 74 shares — an estimated $1.86K sold.

Disciplined Investments first reported a position in ORI in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 514 funds tracked by Wall St. Rank hold ORI as of Q3 2023.

Disciplined Investments reported no remaining Old Republic International position as of Q3 2023 after selling out during the quarter.
Disciplined Investments sold 74 Old Republic International shares in Q3 2023, an estimated $1.86K.
Disciplined Investments first reported a position in Old Republic International in Q1 2022 and held it in 6 quarters.
Disciplined Investments's Old Republic International position peaked at $2K in Q2 2022.
514 funds tracked by Wall St. Rank held Old Republic International as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.