Joel Isaacson & Co’s Old Republic International ORI Stock Holding History

Joel Isaacson & Co’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
2017 Q1	–	Sell	-1,500	Closed	-$29K	–	423
2016 Q4	$29K	Hold	1,500	–	–	0.01%	393
2016 Q3	$26K	Hold	1,500	–	–	0.01%	434
2016 Q2	$29K	Buy	1,500 +800	+114%	+$14.9K	0.01%	404
2016 Q1	$13K	Sell	700 -300	-30%	-$5.41K	﹤0.01%	545
2015 Q4	$19K	Hold	1,000	–	–	﹤0.01%	470
2015 Q3	$16K	Hold	1,000	–	–	﹤0.01%	515
2015 Q2	$16K	Hold	1,000	–	–	﹤0.01%	532
2015 Q1	$15K	Hold	1,000	–	–	﹤0.01%	531
2014 Q4	$15K	Hold	1,000	–	–	﹤0.01%	466
2014 Q3	$14K	Hold	1,000	–	–	﹤0.01%	454
2014 Q2	$17K	Hold	1,000	–	–	0.01%	428
2014 Q1	$16K	Hold	1,000	–	–	0.01%	434
2013 Q4	$17K	Hold	1,000	–	–	0.01%	391
2013 Q3	$15K	Hold	1,000	–	–	0.01%	383
2013 Q2	$13K	Buy	+1,000	New	+$13.2K	0.01%	362

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Joel Isaacson & Co's ORI Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Old Republic International (ORI) in Q1 2017, closing a stake of 1,500 shares — an estimated $29K sold.

Joel Isaacson & Co first reported a position in ORI in Q2 2013 and held it in 15 quarters. The position peaked at $29K in Q4 2016. 357 funds tracked by Wall St. Rank hold ORI as of Q1 2017.

Joel Isaacson & Co reported no remaining Old Republic International position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 1,500 Old Republic International shares in Q1 2017, an estimated $29K.
Joel Isaacson & Co first reported a position in Old Republic International in Q2 2013 and held it in 15 quarters.
Joel Isaacson & Co's Old Republic International position peaked at $29K in Q4 2016.
357 funds tracked by Wall St. Rank held Old Republic International as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.