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

MorganRosel 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
2019
Q2 		– Sell
-33,170
Closed -$694K – 77
2019
Q1 		$694K Buy
+33,170
New +$690K 0.59% 46

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State Street
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

MorganRosel Wealth Management's ORI Position: Q2 2019 in Review

MorganRosel Wealth Management sold out of Old Republic International (ORI) in Q2 2019, closing a stake of 33,170 shares — an estimated $694K sold.

MorganRosel Wealth Management first reported a position in ORI in Q1 2019 and held it in 1 quarter. The position peaked at $694K in Q1 2019. 414 funds tracked by Wall St. Rank hold ORI as of Q2 2019.

  • MorganRosel Wealth Management reported no remaining Old Republic International position as of Q2 2019 after selling out during the quarter.
  • MorganRosel Wealth Management sold 33,170 Old Republic International shares in Q2 2019, an estimated $694K.
  • MorganRosel Wealth Management first reported a position in Old Republic International in Q1 2019 and held it in 1 quarter.
  • MorganRosel Wealth Management's Old Republic International position peaked at $694K in Q1 2019.
  • 414 funds tracked by Wall St. Rank held Old Republic International as of Q2 2019.

Based on MorganRosel Wealth Management's 13F filing for Q2 2019, filed 6 Aug 2019.