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Pettinga Financial Advisors’s Old Republic International ORI Stock Holding History

Pettinga Financial Advisors’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
2024
Q3 		– Sell
-54,135
Closed -$1.67M – 122
2024
Q2 		$1.67M Sell
54,135
-24,188
-31% -$741K 0.42% 42
2024
Q1 		$2.41M Sell
78,323
-21,123
-21% -$614K 0.61% 39
2023
Q4 		$2.92M Buy
+99,446
New +$2.8M 0.78% 32

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Pettinga Financial Advisors's ORI Position: Q3 2024 in Review

Pettinga Financial Advisors sold out of Old Republic International (ORI) in Q3 2024, closing a stake of 54,135 shares — an estimated $1.67M sold.

Pettinga Financial Advisors first reported a position in ORI in Q4 2023 and held it in 3 quarters. The position peaked at $2.92M in Q4 2023. 571 funds tracked by Wall St. Rank hold ORI as of Q3 2024.

  • Pettinga Financial Advisors reported no remaining Old Republic International position as of Q3 2024 after selling out during the quarter.
  • Pettinga Financial Advisors sold 54,135 Old Republic International shares in Q3 2024, an estimated $1.67M.
  • Pettinga Financial Advisors first reported a position in Old Republic International in Q4 2023 and held it in 3 quarters.
  • Pettinga Financial Advisors's Old Republic International position peaked at $2.92M in Q4 2023.
  • 571 funds tracked by Wall St. Rank held Old Republic International as of Q3 2024.

Based on Pettinga Financial Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.