MPS Loria Financial Planners’s Old Republic International ORI Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-710	Closed	-$15K	–	434
2021 Q1	$15K	Hold	710	–	–	0.01%	259
2020 Q4	$13K	Hold	710	–	–	0.01%	278
2020 Q3	$10K	Hold	710	–	–	0.01%	241
2020 Q2	$12K	Buy	+710	New	+$11.2K	0.01%	239
2017 Q3	–	Sell	-710	Closed	-$14K	–	263
2017 Q2	$14K	Buy	+710	New	+$14.2K	0.01%	267

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MPS Loria Financial Planners's ORI Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Old Republic International (ORI) in Q2 2021, closing a stake of 710 shares — an estimated $15K sold.

MPS Loria Financial Planners first reported a position in ORI in Q2 2017 and held it in 5 quarters. The position peaked at $15K in Q1 2021. 439 funds tracked by Wall St. Rank hold ORI as of Q2 2021.

MPS Loria Financial Planners reported no remaining Old Republic International position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 710 Old Republic International shares in Q2 2021, an estimated $15K.
MPS Loria Financial Planners first reported a position in Old Republic International in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Old Republic International position peaked at $15K in Q1 2021.
439 funds tracked by Wall St. Rank held Old Republic International as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.