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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morningstar Investment Services's ORI Position: Q4 2014 in Review

Morningstar Investment Services sold out of Old Republic International (ORI) in Q4 2014, closing a stake of 12,878 shares — an estimated $184K sold.

Morningstar Investment Services first reported a position in ORI in Q2 2013 and held it in 6 quarters. The position peaked at $5.71M in Q4 2013. 290 funds tracked by Wall St. Rank hold ORI as of Q4 2014.

Morningstar Investment Services reported no remaining Old Republic International position as of Q4 2014 after selling out during the quarter.
Morningstar Investment Services sold 12,878 Old Republic International shares in Q4 2014, an estimated $184K.
Morningstar Investment Services first reported a position in Old Republic International in Q2 2013 and held it in 6 quarters.
Morningstar Investment Services's Old Republic International position peaked at $5.71M in Q4 2013.
290 funds tracked by Wall St. Rank held Old Republic International as of Q4 2014.

Based on Morningstar Investment Services's 13F filing for Q4 2014, filed 5 Feb 2015.