MIS
ORI icon

Morningstar Investment Services’s Old Republic International ORI Stock Holding History

Morningstar Investment Services’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
2014
Q4 		– Sell
-12,878
Closed -$184K – 225
2014
Q3 		$184K Sell
12,878
-9,755
-43% -$149K 0.01% 208
2014
Q2 		$374K Sell
22,633
-22,042
-49% -$368K 0.02% 175
2014
Q1 		$733K Sell
44,675
-285,857
-86% -$4.54M 0.05% 146
2013
Q4 		$5.71M Buy
330,532
+3,191
+1% +$52.4K 0.43% 63
2013
Q3 		$4.97M Buy
327,341
+48,671
+17% +$700K 0.43% 63
2013
Q2 		$3.59M Buy
+278,670
New +$3.69M 0.37% 69

Other funds holding ORI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 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 $3.51B AUM 16.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return