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Shorepoint Capital Partners’s Old Republic International ORI Stock Holding History

Shorepoint Capital 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
-101,575
Closed -$2.27M – 90
2019
Q4 		$2.27M Sell
101,575
-7,415
-7% -$169K 1.3% 31
2019
Q3 		$2.57M Sell
108,990
-155
-0.1% -$3.54K 1.52% 25
2019
Q2 		$2.44M Sell
109,145
-1,530
-1% -$33.7K 1.39% 29
2019
Q1 		$2.31M Buy
+110,675
New +$2.3M 1.31% 31

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $1.88T AUM 44.46% 1-Year Est. Return

Shorepoint Capital Partners's ORI Position: Q1 2020 in Review

Shorepoint Capital Partners sold out of Old Republic International (ORI) in Q1 2020, closing a stake of 101,575 shares — an estimated $2.27M sold.

Shorepoint Capital Partners first reported a position in ORI in Q1 2019 and held it in 4 quarters. The position peaked at $2.57M in Q3 2019. 418 funds tracked by Wall St. Rank hold ORI as of Q1 2020.

  • Shorepoint Capital Partners reported no remaining Old Republic International position as of Q1 2020 after selling out during the quarter.
  • Shorepoint Capital Partners sold 101,575 Old Republic International shares in Q1 2020, an estimated $2.27M.
  • Shorepoint Capital Partners first reported a position in Old Republic International in Q1 2019 and held it in 4 quarters.
  • Shorepoint Capital Partners's Old Republic International position peaked at $2.57M in Q3 2019.
  • 418 funds tracked by Wall St. Rank held Old Republic International as of Q1 2020.

Based on Shorepoint Capital Partners's 13F filing for Q1 2020, filed 14 May 2020.