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First Trust Direct Indexing’s Old Republic International ORI Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-6,956
Closed -$246K – 638
2024
Q3 		$246K Buy
+6,956
New +$235K 0.01% 829

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Trust Direct Indexing's ORI Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Old Republic International (ORI) in Q4 2024, closing a stake of 6,956 shares — an estimated $246K sold.

First Trust Direct Indexing first reported a position in ORI in Q3 2024 and held it in 1 quarter. The position peaked at $246K in Q3 2024. 586 funds tracked by Wall St. Rank hold ORI as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Old Republic International position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 6,956 Old Republic International shares in Q4 2024, an estimated $246K.
  • First Trust Direct Indexing first reported a position in Old Republic International in Q3 2024 and held it in 1 quarter.
  • First Trust Direct Indexing's Old Republic International position peaked at $246K in Q3 2024.
  • 586 funds tracked by Wall St. Rank held Old Republic International as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.