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Personal Wealth Partners’s Old Republic International ORI Stock Holding History

Personal Wealth Partners’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
Q1 		– Sell
-9
Closed – – 440
2019
Q4 		$0 Hold
9
– – ﹤0.01% 638
2019
Q3 		$0 Buy
+9
New +$205 ﹤0.01% 647

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $618B AUM 30.34% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's ORI Position: Q1 2020 in Review

Personal Wealth Partners sold out of Old Republic International (ORI) in Q1 2020, closing a stake of 9 shares.

Personal Wealth Partners first reported a position in ORI in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 418 funds tracked by Wall St. Rank hold ORI as of Q1 2020.

  • Personal Wealth Partners reported no remaining Old Republic International position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 9 Old Republic International shares in Q1 2020.
  • Personal Wealth Partners first reported a position in Old Republic International in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Old Republic International position peaked at $0 in Q4 2019.
  • 418 funds tracked by Wall St. Rank held Old Republic International as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.