Sheets Smith Wealth Management’s Old Republic International ORI Stock Holding History

Sheets Smith Wealth Management’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 Q4	–	Sell	-8,800	Closed	-$312K	–	391
2024 Q3	$312K	Sell	8,800 -1,000	-10%	-$33.8K	0.04%	315
2024 Q2	$303K	Sell	9,800 -600	-6%	-$18.4K	0.04%	313
2024 Q1	$319K	Hold	10,400	–	–	0.04%	314
2023 Q4	$306K	Hold	10,400	–	–	0.04%	285
2023 Q3	$280K	Hold	10,400	–	–	0.04%	279
2023 Q2	$262K	Hold	10,400	–	–	0.04%	288
2023 Q1	$260K	Hold	10,400	–	–	0.04%	279
2022 Q4	$251K	Hold	10,400	–	–	0.04%	272
2022 Q3	$218K	Hold	10,400	–	–	0.04%	283
2022 Q2	$233K	Hold	10,400	–	–	0.04%	271
2022 Q1	$269K	Hold	10,400	–	–	0.04%	291
2021 Q4	$256K	Hold	10,400	–	–	0.03%	329
2021 Q3	$241K	Sell	10,400 -200	-2%	-$4.95K	0.03%	331
2021 Q2	$264K	Sell	10,600 -300	-3%	-$7.53K	0.04%	318
2021 Q1	$238K	Hold	10,900	–	–	0.04%	304
2020 Q4	$215K	Sell	10,900 -300	-3%	-$5.27K	0.03%	315
2020 Q3	$165K	Hold	11,200	–	–	0.03%	288
2020 Q2	$183K	Hold	11,200	–	–	0.04%	249
2020 Q1	$171K	Sell	11,200 -1,200	-10%	-$24.7K	0.04%	264
2019 Q4	$277K	Sell	12,400 -338	-3%	-$7.69K	0.05%	277
2019 Q3	$300K	Sell	12,738 -650	-5%	-$14.8K	0.06%	248
2019 Q2	$300K	Hold	13,388	–	–	0.06%	266
2019 Q1	$280K	Hold	13,388	–	–	0.06%	277
2018 Q4	$275K	Sell	13,388 -1,400	-9%	-$30K	0.07%	239
2018 Q3	$331K	Hold	14,788	–	–	0.07%	276
2018 Q2	$294K	Hold	14,788	–	–	0.07%	266
2018 Q1	$317K	Hold	14,788	–	–	0.08%	249
2017 Q4	$316K	Sell	14,788 -750	-5%	-$15.3K	0.07%	258
2017 Q3	$306K	Hold	15,538	–	–	0.08%	256
2017 Q2	$303K	Sell	15,538 -400	-3%	-$7.97K	0.08%	230
2017 Q1	$326K	Hold	15,938	–	–	0.09%	222
2016 Q4	$303K	Hold	15,938	–	–	0.09%	222
2016 Q3	$281K	Hold	15,938	–	–	0.08%	218
2016 Q2	$307K	Sell	15,938 -1,777	-10%	-$33.2K	0.09%	197
2016 Q1	$324K	Hold	17,715	–	–	0.1%	171
2015 Q4	$330K	Sell	17,715 -1,000	-5%	-$18K	0.1%	176
2015 Q3	$293K	Hold	18,715	–	–	0.1%	163
2015 Q2	$293K	Hold	18,715	–	–	0.08%	191
2015 Q1	$280K	Hold	18,715	–	–	0.08%	195
2014 Q4	$274K	Hold	18,715	–	–	0.07%	203
2014 Q3	$267K	Hold	18,715	–	–	0.07%	206
2014 Q2	$310K	Hold	18,715	–	–	0.08%	199
2014 Q1	$307K	Buy	18,715 +4,700	+34%	+$74.7K	0.09%	197
2013 Q4	$242K	Hold	14,015	–	–	0.07%	227
2013 Q3	$216K	Hold	14,015	–	–	0.07%	222
2013 Q2	$180K	Buy	+14,015	New	+$185K	0.06%	218

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sheets Smith Wealth Management's ORI Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of Old Republic International (ORI) in Q4 2024, closing a stake of 8,800 shares — an estimated $312K sold.

Sheets Smith Wealth Management first reported a position in ORI in Q2 2013 and held it in 46 quarters. The position peaked at $331K in Q3 2018. 586 funds tracked by Wall St. Rank hold ORI as of Q4 2024.

Sheets Smith Wealth Management reported no remaining Old Republic International position as of Q4 2024 after selling out during the quarter.
Sheets Smith Wealth Management sold 8,800 Old Republic International shares in Q4 2024, an estimated $312K.
Sheets Smith Wealth Management first reported a position in Old Republic International in Q2 2013 and held it in 46 quarters.
Sheets Smith Wealth Management's Old Republic International position peaked at $331K in Q3 2018.
586 funds tracked by Wall St. Rank held Old Republic International as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.