Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Old Republic International ORI Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-232
Closed -$6.25K – 363
2023
Q3 		$6.25K Buy
+232
New +$6.26K ﹤0.01% 367

Other funds holding ORI

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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Financial Group (Iowa)'s ORI Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Old Republic International (ORI) in Q4 2023, closing a stake of 232 shares — an estimated $6.25K sold.

Legacy Financial Group (Iowa) first reported a position in ORI in Q3 2023 and held it in 1 quarter. The position peaked at $6.25K in Q3 2023. 539 funds tracked by Wall St. Rank hold ORI as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Old Republic International position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 232 Old Republic International shares in Q4 2023, an estimated $6.25K.
  • Legacy Financial Group (Iowa) first reported a position in Old Republic International in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Old Republic International position peaked at $6.25K in Q3 2023.
  • 539 funds tracked by Wall St. Rank held Old Republic International as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.