Gideon Capital Advisors’s Old Republic International ORI Stock Holding History

Gideon Capital Advisors’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 Q3	–	Sell	-12,621	Closed	-$282K	–	375
2019 Q2	$282K	Buy	+12,621	New	+$278K	0.1%	228
2018 Q3	–	Sell	-13,639	Closed	-$272K	–	452
2018 Q2	$272K	Buy	+13,639	New	+$286K	0.14%	279
2017 Q4	–	Sell	-17,192	Closed	-$339K	–	374
2017 Q3	$339K	Sell	17,192 -957	-5%	-$18.6K	0.33%	105
2017 Q2	$354K	Sell	18,149 -3,703	-17%	-$73.8K	0.39%	104
2017 Q1	$448K	Sell	21,852 -248	-1%	-$5.01K	0.27%	135
2016 Q4	$420K	Sell	22,100 -44,999	-67%	-$810K	0.27%	127
2016 Q3	$1.18M	Buy	67,099 +54,378	+427%	+$1.03M	0.71%	44
2016 Q2	$245K	Buy	+12,721	New	+$238K	0.14%	167
2014 Q4	–	Sell	-20,385	Closed	-$291K	–	282
2014 Q3	$291K	Buy	+20,385	New	+$311K	0.11%	211

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Gideon Capital Advisors's ORI Position: Q3 2019 in Review

Gideon Capital Advisors sold out of Old Republic International (ORI) in Q3 2019, closing a stake of 12,621 shares — an estimated $282K sold.

Gideon Capital Advisors first reported a position in ORI in Q3 2014 and held it in 9 quarters. The position peaked at $1.18M in Q3 2016. 404 funds tracked by Wall St. Rank hold ORI as of Q3 2019.

Gideon Capital Advisors reported no remaining Old Republic International position as of Q3 2019 after selling out during the quarter.
Gideon Capital Advisors sold 12,621 Old Republic International shares in Q3 2019, an estimated $282K.
Gideon Capital Advisors first reported a position in Old Republic International in Q3 2014 and held it in 9 quarters.
Gideon Capital Advisors's Old Republic International position peaked at $1.18M in Q3 2016.
404 funds tracked by Wall St. Rank held Old Republic International as of Q3 2019.

Based on Gideon Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.