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MOTCO’s Old Republic International ORI Stock Holding History

MOTCO’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
Q4 		– Sell
-675
Closed -$18.2K – 791
2023
Q3 		$18.2K Buy
+675
New +$18.2K ﹤0.01% 459
2020
Q4 		– Sell
-1,600
Closed -$24K – 847
2020
Q3 		$24K Hold
1,600
– – ﹤0.01% 391
2020
Q2 		$26K Hold
1,600
– – ﹤0.01% 369
2020
Q1 		$24K Hold
1,600
– – ﹤0.01% 361
2019
Q4 		$36K Buy
+1,600
New +$36.4K ﹤0.01% 350

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $544B AUM 28.31% 1-Year Est. Return

MOTCO's ORI Position: Q4 2023 in Review

MOTCO sold out of Old Republic International (ORI) in Q4 2023, closing a stake of 675 shares — an estimated $18.2K sold.

MOTCO first reported a position in ORI in Q4 2019 and held it in 5 quarters. The position peaked at $36K in Q4 2019. 539 funds tracked by Wall St. Rank hold ORI as of Q4 2023.

  • MOTCO reported no remaining Old Republic International position as of Q4 2023 after selling out during the quarter.
  • MOTCO sold 675 Old Republic International shares in Q4 2023, an estimated $18.2K.
  • MOTCO first reported a position in Old Republic International in Q4 2019 and held it in 5 quarters.
  • MOTCO's Old Republic International position peaked at $36K in Q4 2019.
  • 539 funds tracked by Wall St. Rank held Old Republic International as of Q4 2023.

Based on MOTCO's 13F filing for Q4 2023, filed 9 Feb 2024.