SS
ORI icon

Simplicity Solutions’s Old Republic International ORI Stock Holding History

Simplicity Solutions’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
Q4 		– Sell
-14,067
Closed -$325K – 568
2021
Q3 		$325K Buy
14,067
+2,114
+18% +$52.3K 0.05% 403
2021
Q2 		$298K Buy
+11,953
New +$300K 0.06% 384
2020
Q1 		– Sell
-12,947
Closed -$290K – 852
2019
Q4 		$290K Buy
12,947
+3,173
+32% +$72.2K 0.01% 680
2019
Q3 		$230K Buy
9,774
+638
+7% +$14.6K 0.01% 648
2019
Q2 		$204K Buy
+9,136
New +$201K 0.01% 624

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return