Patriot Financial Group Insurance Agency’s Old Republic International ORI Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q4	–	Sell	-2,000	Closed	-$29K	–	1957
2020 Q3	$29K	Hold	2,000	–	–	0.01%	681
2020 Q2	$33K	Hold	2,000	–	–	0.01%	607
2020 Q1	$31K	Hold	2,000	–	–	0.01%	560
2019 Q4	$45K	Hold	2,000	–	–	0.02%	499
2019 Q3	$47K	Sell	2,000 -75	-4%	-$1.71K	0.02%	456
2019 Q2	$47K	Buy	2,075 +15	+0.7%	+$330	0.02%	446
2019 Q1	$43K	Buy	+2,060	New	+$42.8K	0.02%	411

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.38B AUM 59.67% 1-Year Est. Return

HCM

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ORI Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Old Republic International (ORI) in Q4 2020, closing a stake of 2,000 shares — an estimated $29K sold.

Patriot Financial Group Insurance Agency first reported a position in ORI in Q1 2019 and held it in 7 quarters. The position peaked at $47K in Q3 2019. 400 funds tracked by Wall St. Rank hold ORI as of Q4 2020.

Patriot Financial Group Insurance Agency reported no remaining Old Republic International position as of Q4 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 2,000 Old Republic International shares in Q4 2020, an estimated $29K.
Patriot Financial Group Insurance Agency first reported a position in Old Republic International in Q1 2019 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Old Republic International position peaked at $47K in Q3 2019.
400 funds tracked by Wall St. Rank held Old Republic International as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.