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

EPG 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
2020
Q2 		– Sell
-548
Closed -$8K – 576
2020
Q1 		$8K Buy
548
+7
+1% +$144 0.01% 520
2019
Q4 		$12K Buy
+541
New +$12.3K 0.01% 414

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EPG Wealth Management's ORI Position: Q2 2020 in Review

EPG Wealth Management sold out of Old Republic International (ORI) in Q2 2020, closing a stake of 548 shares — an estimated $8K sold.

EPG Wealth Management first reported a position in ORI in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 401 funds tracked by Wall St. Rank hold ORI as of Q2 2020.

  • EPG Wealth Management reported no remaining Old Republic International position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 548 Old Republic International shares in Q2 2020, an estimated $8K.
  • EPG Wealth Management first reported a position in Old Republic International in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Old Republic International position peaked at $12K in Q4 2019.
  • 401 funds tracked by Wall St. Rank held Old Republic International as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.