Heritage Wealth Management (Arizona)’s Old Republic International ORI Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$16.1K	Buy	668 +334	+100%	+$7.83K	﹤0.01%	709
2022 Q3	$7K	Hold	334	–	–	﹤0.01%	714
2022 Q2	$7.47K	Hold	334	–	–	﹤0.01%	713
2022 Q1	$9K	Buy	+334	New	+$8.62K	﹤0.01%	726
2021 Q3	$8K	Hold	334	–	–	﹤0.01%	680
2021 Q2	$8K	Hold	334	–	–	﹤0.01%	691
2021 Q1	$7K	Buy	+334	New	+$6.69K	﹤0.01%	611

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 $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Arizona)'s ORI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Old Republic International (ORI) stake by 100% in Q4 2022, buying an estimated $7.83K and bringing the position to 668 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Heritage Wealth Management (Arizona) first reported a position in ORI in Q1 2021 and has held it in 7 quarters since. 480 funds tracked by Wall St. Rank hold ORI as of Q4 2022.

Heritage Wealth Management (Arizona) held 668 shares of Old Republic International worth $16.1K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 334 Old Republic International shares in Q4 2022, an estimated $7.83K.
Old Republic International made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #709 holding.
Heritage Wealth Management (Arizona) first reported a position in Old Republic International in Q1 2021 and has held it in 7 quarters since.
480 funds tracked by Wall St. Rank held Old Republic International as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.