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Edge Wealth Management’s Old Republic International ORI Stock Holding History

Edge Wealth Management’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
2022
Q1 		– Sell
-800
Closed -$20K – 345
2021
Q4 		$20K Hold
800
– – ﹤0.01% 258
2021
Q3 		$19K Buy
+800
New +$19.8K ﹤0.01% 271
2016
Q3 		– Sell
-43
Closed -$1K – 511
2016
Q2 		$1K Buy
43
+1
+2% +$19 ﹤0.01% 437
2016
Q1 		$1K Hold
42
– – ﹤0.01% 417
2015
Q4 		$1K Buy
42
+1
+2% +$18 ﹤0.01% 431
2015
Q3 		$1K Hold
41
– – ﹤0.01% 434
2015
Q2 		$1K Buy
41
+1
+3% +$15 ﹤0.01% 410
2015
Q1 		$1K Buy
+40
New +$587 ﹤0.01% 415

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edge Wealth Management's ORI Position: Q1 2022 in Review

Edge Wealth Management sold out of Old Republic International (ORI) in Q1 2022, closing a stake of 800 shares — an estimated $20K sold.

Edge Wealth Management first reported a position in ORI in Q1 2015 and held it in 8 quarters. The position peaked at $20K in Q4 2021. 497 funds tracked by Wall St. Rank hold ORI as of Q1 2022.

  • Edge Wealth Management reported no remaining Old Republic International position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 800 Old Republic International shares in Q1 2022, an estimated $20K.
  • Edge Wealth Management first reported a position in Old Republic International in Q1 2015 and held it in 8 quarters.
  • Edge Wealth Management's Old Republic International position peaked at $20K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held Old Republic International as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.