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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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Simplicity Solutions's ORI Position: Q4 2021 in Review

Simplicity Solutions sold out of Old Republic International (ORI) in Q4 2021, closing a stake of 14,067 shares — an estimated $325K sold.

Simplicity Solutions first reported a position in ORI in Q2 2019 and held it in 5 quarters. The position peaked at $325K in Q3 2021. 485 funds tracked by Wall St. Rank hold ORI as of Q4 2021.

  • Simplicity Solutions reported no remaining Old Republic International position as of Q4 2021 after selling out during the quarter.
  • Simplicity Solutions sold 14,067 Old Republic International shares in Q4 2021, an estimated $325K.
  • Simplicity Solutions first reported a position in Old Republic International in Q2 2019 and held it in 5 quarters.
  • Simplicity Solutions's Old Republic International position peaked at $325K in Q3 2021.
  • 485 funds tracked by Wall St. Rank held Old Republic International as of Q4 2021.

Based on Simplicity Solutions's 13F filing for Q4 2021, filed 11 Feb 2022.