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Stux Capital Management’s Old Republic International ORI Stock Holding History

Stux Capital 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
2014
Q2 		– Sell
-83,100
Closed -$1.36M – 493
2014
Q1 		$1.36M Sell
83,100
-52,500
-39% -$834K 0.17% 164
2013
Q4 		$2.34M Buy
135,600
+6,800
+5% +$112K 0.28% 121
2013
Q3 		$1.98M Buy
+128,800
New +$1.85M 0.26% 131

Other funds holding ORI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stux Capital Management's ORI Position: Q2 2014 in Review

Stux Capital Management sold out of Old Republic International (ORI) in Q2 2014, closing a stake of 83,100 shares — an estimated $1.36M sold.

Stux Capital Management first reported a position in ORI in Q3 2013 and held it in 3 quarters. The position peaked at $2.34M in Q4 2013. 299 funds tracked by Wall St. Rank hold ORI as of Q2 2014.

  • Stux Capital Management reported no remaining Old Republic International position as of Q2 2014 after selling out during the quarter.
  • Stux Capital Management sold 83,100 Old Republic International shares in Q2 2014, an estimated $1.36M.
  • Stux Capital Management first reported a position in Old Republic International in Q3 2013 and held it in 3 quarters.
  • Stux Capital Management's Old Republic International position peaked at $2.34M in Q4 2013.
  • 299 funds tracked by Wall St. Rank held Old Republic International as of Q2 2014.

Based on Stux Capital Management's 13F filing for Q2 2014, filed 14 Jul 2014.