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

MinichMacGregor 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
2023
Q1 		– Sell
-100
Closed -$2.42K – 468
2022
Q4 		$2.42K Buy
+100
New +$2.35K ﹤0.01% 553

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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

MinichMacGregor Wealth Management's ORI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Old Republic International (ORI) in Q1 2023, closing a stake of 100 shares — an estimated $2.42K sold.

MinichMacGregor Wealth Management first reported a position in ORI in Q4 2022 and held it in 1 quarter. The position peaked at $2.42K in Q4 2022. 487 funds tracked by Wall St. Rank hold ORI as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Old Republic International position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 100 Old Republic International shares in Q1 2023, an estimated $2.42K.
  • MinichMacGregor Wealth Management first reported a position in Old Republic International in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Old Republic International position peaked at $2.42K in Q4 2022.
  • 487 funds tracked by Wall St. Rank held Old Republic International as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.