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Liberty Wealth Management’s Old Republic International ORI Stock Holding History

Liberty 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
2021
Q2 		– Sell
-2
Closed – – 1148
2021
Q1 		$0 Hold
2
– – ﹤0.01% 1015
2020
Q4 		$0 Buy
+2
New +$35 ﹤0.01% 1040
2019
Q1 		– Sell
-382
Closed -$7K – 816
2018
Q4 		$7K Buy
+382
New +$8.18K 0.01% 491

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's ORI Position: Q2 2021 in Review

Liberty Wealth Management sold out of Old Republic International (ORI) in Q2 2021, closing a stake of 2 shares.

Liberty Wealth Management first reported a position in ORI in Q4 2018 and held it in 3 quarters. The position peaked at $7K in Q4 2018. 439 funds tracked by Wall St. Rank hold ORI as of Q2 2021.

  • Liberty Wealth Management reported no remaining Old Republic International position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 2 Old Republic International shares in Q2 2021.
  • Liberty Wealth Management first reported a position in Old Republic International in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's Old Republic International position peaked at $7K in Q4 2018.
  • 439 funds tracked by Wall St. Rank held Old Republic International as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.