Hefty Wealth Partners’s Old Republic International ORI Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$1.18M	Buy	+55,164	New	+$1.14M	0.76%	42

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Hefty Wealth Partners's ORI Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in Old Republic International (ORI) in Q1 2018: 55,164 shares worth $1.18M. The stake represents 0.76% of the portfolio and ranks #42 among its holdings.

412 funds tracked by Wall St. Rank hold ORI as of Q1 2018.

Hefty Wealth Partners held 55,164 shares of Old Republic International worth $1.18M as of Q1 2018.
Old Republic International was a new Hefty Wealth Partners position in Q1 2018.
Old Republic International made up 0.76% of Hefty Wealth Partners's portfolio in Q1 2018, its #42 holding.
412 funds tracked by Wall St. Rank held Old Republic International as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.