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Fulcrum Equity Management’s Old Republic International ORI Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-117
Closed -$3K – 188
2019
Q3 		$3K Buy
+117
New +$2.67K ﹤0.01% 194

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fulcrum Equity Management's ORI Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Old Republic International (ORI) in Q4 2019, closing a stake of 117 shares — an estimated $3K sold.

Fulcrum Equity Management first reported a position in ORI in Q3 2019 and held it in 1 quarter. The position peaked at $3K in Q3 2019. 429 funds tracked by Wall St. Rank hold ORI as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Old Republic International position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 117 Old Republic International shares in Q4 2019, an estimated $3K.
  • Fulcrum Equity Management first reported a position in Old Republic International in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Old Republic International position peaked at $3K in Q3 2019.
  • 429 funds tracked by Wall St. Rank held Old Republic International as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.