Financial Gravity Asset Management’s Old Republic International ORI Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-2	Closed	-$61	–	1683
2024 Q1	$61	Buy	2 +1	+100%	+$29	﹤0.01%	1034
2023 Q4	$40	Buy	+1	New	+$28	﹤0.01%	1163
2021 Q3	$23K	Buy	+2	New	+$49	0.01%	775
2019 Q4	$22K	Sell	114 -13	-10%	-$296	0.02%	980
2019 Q3	$3K	Buy	+127	New	+$2.9K	﹤0.01%	829
2018 Q3	$4K	Buy	202 +8	+4%	+$173	﹤0.01%	790
2018 Q2	$4K	Buy	194 +46	+31%	+$963	﹤0.01%	839
2018 Q1	$3K	Buy	+148	New	+$3.07K	﹤0.01%	868

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Financial Gravity Asset Management's ORI Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Old Republic International (ORI) in Q2 2024, closing a stake of 2 shares — an estimated $61 sold.

Financial Gravity Asset Management first reported a position in ORI in Q1 2018 and held it in 8 quarters. The position peaked at $23K in Q3 2021. 517 funds tracked by Wall St. Rank hold ORI as of Q2 2024.

Financial Gravity Asset Management reported no remaining Old Republic International position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Old Republic International shares in Q2 2024, an estimated $61.
Financial Gravity Asset Management first reported a position in Old Republic International in Q1 2018 and held it in 8 quarters.
Financial Gravity Asset Management's Old Republic International position peaked at $23K in Q3 2021.
517 funds tracked by Wall St. Rank held Old Republic International as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.