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Linscomb Wealth’s Old Republic International ORI Stock Holding History

Linscomb Wealth’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
2013
Q4 		– Sell
-20,214
Closed -$311K – 245
2013
Q3 		$311K Hold
20,214
– – 0.04% 182
2013
Q2 		$260K Buy
+20,214
New +$268K 0.04% 199

Other funds holding ORI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Linscomb Wealth's ORI Position: Q4 2013 in Review

Linscomb Wealth sold out of Old Republic International (ORI) in Q4 2013, closing a stake of 20,214 shares — an estimated $311K sold.

Linscomb Wealth first reported a position in ORI in Q2 2013 and held it in 2 quarters. The position peaked at $311K in Q3 2013. 306 funds tracked by Wall St. Rank hold ORI as of Q4 2013.

  • Linscomb Wealth reported no remaining Old Republic International position as of Q4 2013 after selling out during the quarter.
  • Linscomb Wealth sold 20,214 Old Republic International shares in Q4 2013, an estimated $311K.
  • Linscomb Wealth first reported a position in Old Republic International in Q2 2013 and held it in 2 quarters.
  • Linscomb Wealth's Old Republic International position peaked at $311K in Q3 2013.
  • 306 funds tracked by Wall St. Rank held Old Republic International as of Q4 2013.

Based on Linscomb Wealth's 13F filing for Q4 2013, filed 5 Feb 2014.