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Omnia Family Wealth’s Old Republic International ORI Stock Holding History

Omnia Family Wealth’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
-707
Closed -$15K – 395
2019
Q1 		$15K Sell
707
-968
-58% -$20.1K 0.01% 232
2018
Q4 		$34K Buy
+1,675
New +$35.9K 0.02% 171
2018
Q3 		– Sell
-1,712
Closed -$34K – 582
2018
Q2 		$34K Sell
1,712
-97
-5% -$2.03K 0.02% 176
2018
Q1 		$39K Buy
+1,809
New +$37.5K 0.02% 163

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return