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Sigma Planning Corp’s Old Republic International ORI Stock Holding History

Sigma Planning Corp’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
-25,052
Closed -$547K – 1472
2021
Q1 		$547K Buy
25,052
+100
+0.4% +$2K 0.02% 733
2020
Q4 		$492K Buy
+24,952
New +$438K 0.02% 702
2017
Q2 		– Sell
-28,765
Closed -$589K – 822
2017
Q1 		$589K Sell
28,765
-857
-3% -$17.3K 0.06% 349
2016
Q4 		$563K Buy
+29,622
New +$533K 0.06% 321

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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 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

Sigma Planning Corp's ORI Position: Q2 2021 in Review

Sigma Planning Corp sold out of Old Republic International (ORI) in Q2 2021, closing a stake of 25,052 shares — an estimated $547K sold.

Sigma Planning Corp first reported a position in ORI in Q4 2016 and held it in 4 quarters. The position peaked at $589K in Q1 2017. 439 funds tracked by Wall St. Rank hold ORI as of Q2 2021.

  • Sigma Planning Corp reported no remaining Old Republic International position as of Q2 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 25,052 Old Republic International shares in Q2 2021, an estimated $547K.
  • Sigma Planning Corp first reported a position in Old Republic International in Q4 2016 and held it in 4 quarters.
  • Sigma Planning Corp's Old Republic International position peaked at $589K in Q1 2017.
  • 439 funds tracked by Wall St. Rank held Old Republic International as of Q2 2021.

Based on Sigma Planning Corp's 13F filing for Q2 2021, filed 13 Aug 2021.