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

Evercore 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 Q3	–	Sell	-12,425	Closed	-$278K	–	390
2022 Q2	$278K	Hold	12,425	–	–	0.01%	326
2022 Q1	$321K	Buy	+12,425	New	+$320K	0.01%	345
2020 Q1	–	Sell	-9,214	Closed	-$206K	–	399
2019 Q4	$206K	Hold	9,214	–	–	0.01%	389
2019 Q3	$218K	Sell	9,214 -1,520	-14%	-$34.7K	0.01%	375
2019 Q2	$240K	Hold	10,734	–	–	0.01%	368
2019 Q1	$224K	Buy	+10,734	New	+$223K	0.01%	376

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Evercore Wealth Management's ORI Position: Q3 2022 in Review

Evercore Wealth Management sold out of Old Republic International (ORI) in Q3 2022, closing a stake of 12,425 shares — an estimated $278K sold.

Evercore Wealth Management first reported a position in ORI in Q1 2019 and held it in 6 quarters. The position peaked at $321K in Q1 2022. 444 funds tracked by Wall St. Rank hold ORI as of Q3 2022.

Evercore Wealth Management reported no remaining Old Republic International position as of Q3 2022 after selling out during the quarter.
Evercore Wealth Management sold 12,425 Old Republic International shares in Q3 2022, an estimated $278K.
Evercore Wealth Management first reported a position in Old Republic International in Q1 2019 and held it in 6 quarters.
Evercore Wealth Management's Old Republic International position peaked at $321K in Q1 2022.
444 funds tracked by Wall St. Rank held Old Republic International as of Q3 2022.

Based on Evercore Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.