Gradient Investments’s Old Republic International ORI Stock Holding History

Gradient Investments’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	-23	Closed	-$707	–	1450
2024 Q1	$707	Hold	23	–	–	﹤0.01%	967
2023 Q4	$676	Hold	23	–	–	﹤0.01%	1526
2023 Q3	$620	Buy	23 +22	+2,200%	+$593	﹤0.01%	1503
2023 Q2	$25	Sell	1 -20	-95%	-$501	﹤0.01%	1733
2023 Q1	$524	Hold	21	–	–	﹤0.01%	1279
2022 Q4	$507	Sell	21 -640	-97%	-$15K	﹤0.01%	1298
2022 Q3	$14K	Buy	+661	New	+$14.9K	﹤0.01%	739
2020 Q1	–	Sell	-59	Closed	-$1K	–	1192
2019 Q4	$1K	Hold	59	–	–	﹤0.01%	1039
2019 Q3	$1K	Hold	59	–	–	﹤0.01%	1029
2019 Q2	$1K	Hold	59	–	–	﹤0.01%	965
2019 Q1	$1K	Hold	59	–	–	﹤0.01%	809
2018 Q4	$1K	Sell	59 -293	-83%	-$6.28K	﹤0.01%	885
2018 Q3	$8K	Hold	352	–	–	﹤0.01%	666
2018 Q2	$7K	Hold	352	–	–	﹤0.01%	675
2018 Q1	$8K	Hold	352	–	–	﹤0.01%	665
2017 Q4	$8K	Buy	+352	New	+$7.19K	﹤0.01%	629
2017 Q3	–	Sell	-464	Closed	-$9K	–	558
2017 Q2	$9K	Sell	464 -442	-49%	-$8.81K	﹤0.01%	500
2017 Q1	$19K	Sell	906 -963	-52%	-$19.4K	﹤0.01%	413
2016 Q4	$36K	Sell	1,869 -246,067	-99%	-$4.43M	﹤0.01%	296
2016 Q3	$4.37M	Buy	247,936 +17,970	+8%	+$342K	0.43%	69
2016 Q2	$4.44M	Buy	229,966 +26,493	+13%	+$495K	0.48%	48
2016 Q1	$3.72M	Buy	+203,473	New	+$3.67M	0.46%	63

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

Gradient Investments's ORI Position: Q2 2024 in Review

Gradient Investments sold out of Old Republic International (ORI) in Q2 2024, closing a stake of 23 shares — an estimated $707 sold.

Gradient Investments first reported a position in ORI in Q1 2016 and held it in 22 quarters. The position peaked at $4.44M in Q2 2016. 517 funds tracked by Wall St. Rank hold ORI as of Q2 2024.

Gradient Investments reported no remaining Old Republic International position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 23 Old Republic International shares in Q2 2024, an estimated $707.
Gradient Investments first reported a position in Old Republic International in Q1 2016 and held it in 22 quarters.
Gradient Investments's Old Republic International position peaked at $4.44M in Q2 2016.
517 funds tracked by Wall St. Rank held Old Republic International as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.