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Harvest Group Wealth Management’s Old Republic International ORI Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-21
Closed – – 501
2020
Q4 		$0 Hold
21
– – ﹤0.01% 802
2020
Q3 		$0 Hold
21
– – ﹤0.01% 762
2020
Q2 		$0 Hold
21
– – ﹤0.01% 754
2020
Q1 		$0 Sell
21
-67
-76% -$1.38K ﹤0.01% 858
2019
Q4 		$1K Hold
88
– – ﹤0.01% 828
2019
Q3 		$2K Buy
+88
New +$2.01K ﹤0.01% 739

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Group Wealth Management's ORI Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Old Republic International (ORI) in Q1 2021, closing a stake of 21 shares.

Harvest Group Wealth Management first reported a position in ORI in Q3 2019 and held it in 6 quarters. The position peaked at $2K in Q3 2019. 417 funds tracked by Wall St. Rank hold ORI as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Old Republic International position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 21 Old Republic International shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Old Republic International in Q3 2019 and held it in 6 quarters.
  • Harvest Group Wealth Management's Old Republic International position peaked at $2K in Q3 2019.
  • 417 funds tracked by Wall St. Rank held Old Republic International as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.