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Jackson Wealth Management’s Old Republic International ORI Stock Holding History

Jackson 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
2020
Q1 		– Sell
-145,280
Closed -$3.4M – 147
2019
Q4 		$3.4M Buy
145,280
+5,243
+4% +$119K 0.56% 51
2019
Q3 		$3.22M Buy
140,037
+30,787
+28% +$703K 0.67% 44
2019
Q2 		$2.53M Buy
109,250
+2,563
+2% +$56.4K 0.55% 52
2019
Q1 		$2.23M Buy
106,687
+4,572
+4% +$95K 0.55% 54
2018
Q4 		$2.06M Sell
102,115
-885
-0.9% -$19K 0.62% 42
2018
Q3 		$2.31M Buy
103,000
+3,808
+4% +$82.1K 0.48% 49
2018
Q2 		$2.03M Buy
+99,192
New +$2.08M 0.47% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jackson Wealth Management's ORI Position: Q1 2020 in Review

Jackson Wealth Management sold out of Old Republic International (ORI) in Q1 2020, closing a stake of 145,280 shares — an estimated $3.4M sold.

Jackson Wealth Management first reported a position in ORI in Q2 2018 and held it in 7 quarters. The position peaked at $3.4M in Q4 2019. 418 funds tracked by Wall St. Rank hold ORI as of Q1 2020.

  • Jackson Wealth Management reported no remaining Old Republic International position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 145,280 Old Republic International shares in Q1 2020, an estimated $3.4M.
  • Jackson Wealth Management first reported a position in Old Republic International in Q2 2018 and held it in 7 quarters.
  • Jackson Wealth Management's Old Republic International position peaked at $3.4M in Q4 2019.
  • 418 funds tracked by Wall St. Rank held Old Republic International as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.