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Gladstone Institutional Advisory’s Old Republic International ORI Stock Holding History

Gladstone Institutional Advisory’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
Q2 		– Sell
-12,544
Closed -$325K – 709
2022
Q1 		$325K Sell
12,544
-61,051
-83% -$1.57M 0.02% 528
2021
Q4 		$1.81M Buy
73,595
+24,410
+50% +$606K 0.14% 194
2021
Q3 		$1.14M Buy
+49,185
New +$1.22M 0.11% 216

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Gladstone Institutional Advisory's ORI Position: Q2 2022 in Review

Gladstone Institutional Advisory sold out of Old Republic International (ORI) in Q2 2022, closing a stake of 12,544 shares — an estimated $325K sold.

Gladstone Institutional Advisory first reported a position in ORI in Q3 2021 and held it in 3 quarters. The position peaked at $1.81M in Q4 2021. 484 funds tracked by Wall St. Rank hold ORI as of Q2 2022.

  • Gladstone Institutional Advisory reported no remaining Old Republic International position as of Q2 2022 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 12,544 Old Republic International shares in Q2 2022, an estimated $325K.
  • Gladstone Institutional Advisory first reported a position in Old Republic International in Q3 2021 and held it in 3 quarters.
  • Gladstone Institutional Advisory's Old Republic International position peaked at $1.81M in Q4 2021.
  • 484 funds tracked by Wall St. Rank held Old Republic International as of Q2 2022.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2022, filed 15 Aug 2022.