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Lake Point Wealth Management’s Old Republic International ORI Stock Holding History

Lake Point 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
-73
Closed -$2K – 444
2019
Q4 		$2K Buy
+73
New +$1.66K ﹤0.01% 504
2019
Q2 		$2K Hold
100
– – ﹤0.01% 549
2019
Q1 		$2K Hold
100
– – ﹤0.01% 547
2018
Q4 		$2K Buy
+100
New +$2.14K ﹤0.01% 689

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 $3.38T AUM 44.17% 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

Lake Point Wealth Management's ORI Position: Q1 2020 in Review

Lake Point Wealth Management sold out of Old Republic International (ORI) in Q1 2020, closing a stake of 73 shares — an estimated $2K sold.

Lake Point Wealth Management first reported a position in ORI in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 418 funds tracked by Wall St. Rank hold ORI as of Q1 2020.

  • Lake Point Wealth Management reported no remaining Old Republic International position as of Q1 2020 after selling out during the quarter.
  • Lake Point Wealth Management sold 73 Old Republic International shares in Q1 2020, an estimated $2K.
  • Lake Point Wealth Management first reported a position in Old Republic International in Q4 2018 and held it in 4 quarters.
  • Lake Point Wealth Management's Old Republic International position peaked at $2K in Q4 2019.
  • 418 funds tracked by Wall St. Rank held Old Republic International as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.