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Kaizen Advisory’s Old Republic International ORI Stock Holding History

Kaizen Advisory’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
Q3 		– Sell
-53,280
Closed -$1.06M – 600
2018
Q2 		$1.06M Buy
53,280
+39,933
+299% +$836K 0.54% 74
2018
Q1 		$286K Buy
+13,347
New +$277K 0.28% 41

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Kaizen Advisory's ORI Position: Q3 2018 in Review

Kaizen Advisory sold out of Old Republic International (ORI) in Q3 2018, closing a stake of 53,280 shares — an estimated $1.06M sold.

Kaizen Advisory first reported a position in ORI in Q1 2018 and held it in 2 quarters. The position peaked at $1.06M in Q2 2018. 412 funds tracked by Wall St. Rank hold ORI as of Q3 2018.

  • Kaizen Advisory reported no remaining Old Republic International position as of Q3 2018 after selling out during the quarter.
  • Kaizen Advisory sold 53,280 Old Republic International shares in Q3 2018, an estimated $1.06M.
  • Kaizen Advisory first reported a position in Old Republic International in Q1 2018 and held it in 2 quarters.
  • Kaizen Advisory's Old Republic International position peaked at $1.06M in Q2 2018.
  • 412 funds tracked by Wall St. Rank held Old Republic International as of Q3 2018.

Based on Kaizen Advisory's 13F filing for Q3 2018, filed 1 Nov 2018.