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Lake Street Advisors Group’s Old Republic International ORI Stock Holding History

Lake Street Advisors Group’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
2024
Q4 		$213K Sell
5,894
-13
-0.2% -$474 0.01% 544
2024
Q3 		$209K Buy
+5,907
New +$200K 0.01% 550

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
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 $481B AUM 30.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lake Street Advisors Group's ORI Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Old Republic International (ORI) stake by 0.22% in Q4 2024, selling an estimated $474 and leaving 5,894 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #544.

Lake Street Advisors Group first reported a position in ORI in Q3 2024 and has held it in 2 quarters since. 586 funds tracked by Wall St. Rank hold ORI as of Q4 2024.

  • Lake Street Advisors Group held 5,894 shares of Old Republic International worth $213K as of Q4 2024.
  • Lake Street Advisors Group sold 13 Old Republic International shares in Q4 2024, an estimated $474.
  • Old Republic International made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #544 holding.
  • Lake Street Advisors Group first reported a position in Old Republic International in Q3 2024 and has held it in 2 quarters since.
  • 586 funds tracked by Wall St. Rank held Old Republic International as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.