SPWG
ORI icon

Sage Private Wealth Group’s Old Republic International ORI Stock Holding History

Sage Private Wealth Group’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
-2,947
Closed -$64K – 165
2021
Q1 		$64K Buy
+2,947
New +$59K 0.11% 74

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sage Private Wealth Group's ORI Position: Q2 2021 in Review

Sage Private Wealth Group sold out of Old Republic International (ORI) in Q2 2021, closing a stake of 2,947 shares — an estimated $64K sold.

Sage Private Wealth Group first reported a position in ORI in Q1 2021 and held it in 1 quarter. The position peaked at $64K in Q1 2021. 439 funds tracked by Wall St. Rank hold ORI as of Q2 2021.

  • Sage Private Wealth Group reported no remaining Old Republic International position as of Q2 2021 after selling out during the quarter.
  • Sage Private Wealth Group sold 2,947 Old Republic International shares in Q2 2021, an estimated $64K.
  • Sage Private Wealth Group first reported a position in Old Republic International in Q1 2021 and held it in 1 quarter.
  • Sage Private Wealth Group's Old Republic International position peaked at $64K in Q1 2021.
  • 439 funds tracked by Wall St. Rank held Old Republic International as of Q2 2021.

Based on Sage Private Wealth Group's 13F filing for Q2 2021, filed 16 Aug 2021.