Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s Old Republic International ORI Stock Holding History

Sumitomo Mitsui Trust Group’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
2024
Q1 		– Sell
-55,816
Closed -$1.64M – 1141
2023
Q4 		$1.64M Sell
55,816
-485
-0.9% -$13.6K ﹤0.01% 922
2023
Q3 		$1.52M Sell
56,301
-652
-1% -$17.6K ﹤0.01% 938
2023
Q2 		$1.43M Sell
56,953
-3,319
-6% -$83.1K ﹤0.01% 964
2023
Q1 		$1.5M Buy
60,272
+1,310
+2% +$33K ﹤0.01% 947
2022
Q4 		$1.42M Sell
58,962
-626
-1% -$14.7K ﹤0.01% 981
2022
Q3 		$1.25M Hold
59,588
– – ﹤0.01% 1004
2022
Q2 		$1.33M Sell
59,588
-5,776
-9% -$134K ﹤0.01% 1001
2022
Q1 		$1.69M Hold
65,364
– – ﹤0.01% 974
2021
Q4 		$1.61M Sell
65,364
-5,597
-8% -$139K ﹤0.01% 976
2021
Q3 		$1.64M Buy
+70,961
New +$1.76M ﹤0.01% 972
2020
Q3 		– Sell
-99,291
Closed -$1.62M – 1128
2020
Q2 		$1.62M Buy
+99,291
New +$1.57M ﹤0.01% 907
2020
Q1 		– Sell
-21,742
Closed -$486K – 1130
2019
Q4 		$486K Buy
21,742
+3,520
+19% +$80.1K ﹤0.01% 1020
2019
Q3 		$429K Buy
18,222
+5,919
+48% +$135K ﹤0.01% 1007
2019
Q2 		$275K Hold
12,303
– – ﹤0.01% 969
2019
Q1 		$257K Hold
12,303
– – ﹤0.01% 939
2018
Q4 		$252K Hold
12,303
– – ﹤0.01% 899
2018
Q3 		$275K Hold
12,303
– – ﹤0.01% 876
2018
Q2 		$245K Hold
12,303
– – ﹤0.01% 878
2018
Q1 		$264K Hold
12,303
– – ﹤0.01% 876
2017
Q4 		$263K Sell
12,303
-706
-5% -$14.4K ﹤0.01% 877
2017
Q3 		$256K Hold
13,009
– – ﹤0.01% 885
2017
Q2 		$254K Hold
13,009
– – ﹤0.01% 876
2017
Q1 		$266K Sell
13,009
-1,334
-9% -$26.9K ﹤0.01% 860
2016
Q4 		$273K Hold
14,343
– – ﹤0.01% 855
2016
Q3 		$253K Hold
14,343
– – ﹤0.01% 844
2016
Q2 		$277K Hold
14,343
– – ﹤0.01% 830
2016
Q1 		$262K Buy
+14,343
New +$259K ﹤0.01% 849

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group's ORI Position: Q1 2024 in Review

Sumitomo Mitsui Trust Group sold out of Old Republic International (ORI) in Q1 2024, closing a stake of 55,816 shares — an estimated $1.64M sold.

Sumitomo Mitsui Trust Group first reported a position in ORI in Q1 2016 and held it in 27 quarters. The position peaked at $1.69M in Q1 2022. 515 funds tracked by Wall St. Rank hold ORI as of Q1 2024.

  • Sumitomo Mitsui Trust Group reported no remaining Old Republic International position as of Q1 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 55,816 Old Republic International shares in Q1 2024, an estimated $1.64M.
  • Sumitomo Mitsui Trust Group first reported a position in Old Republic International in Q1 2016 and held it in 27 quarters.
  • Sumitomo Mitsui Trust Group's Old Republic International position peaked at $1.69M in Q1 2022.
  • 515 funds tracked by Wall St. Rank held Old Republic International as of Q1 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2024, filed 19 Apr 2024.