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Monograph Wealth Advisors’s Old Republic International ORI Stock Holding History

Monograph Wealth Advisors’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
Q2 		– Sell
-31,000
Closed -$952K – 150
2024
Q1 		$952K Buy
+31,000
New +$901K 0.14% 58

Other funds holding ORI

BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Monograph Wealth Advisors's ORI Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Old Republic International (ORI) in Q2 2024, closing a stake of 31,000 shares — an estimated $952K sold.

Monograph Wealth Advisors first reported a position in ORI in Q1 2024 and held it in 1 quarter. The position peaked at $952K in Q1 2024. 517 funds tracked by Wall St. Rank hold ORI as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Old Republic International position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 31,000 Old Republic International shares in Q2 2024, an estimated $952K.
  • Monograph Wealth Advisors first reported a position in Old Republic International in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's Old Republic International position peaked at $952K in Q1 2024.
  • 517 funds tracked by Wall St. Rank held Old Republic International as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.