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Summit Global Investments’s Old Republic International ORI Stock Holding History

Summit Global Investments’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
2023
Q3 		– Sell
-17,583
Closed -$443K – 581
2023
Q2 		$443K Sell
17,583
-18,027
-51% -$452K 0.03% 358
2023
Q1 		$889K Buy
+35,610
New +$896K 0.07% 264

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Summit Global Investments's ORI Position: Q3 2023 in Review

Summit Global Investments sold out of Old Republic International (ORI) in Q3 2023, closing a stake of 17,583 shares — an estimated $443K sold.

Summit Global Investments first reported a position in ORI in Q1 2023 and held it in 2 quarters. The position peaked at $889K in Q1 2023. 514 funds tracked by Wall St. Rank hold ORI as of Q3 2023.

  • Summit Global Investments reported no remaining Old Republic International position as of Q3 2023 after selling out during the quarter.
  • Summit Global Investments sold 17,583 Old Republic International shares in Q3 2023, an estimated $443K.
  • Summit Global Investments first reported a position in Old Republic International in Q1 2023 and held it in 2 quarters.
  • Summit Global Investments's Old Republic International position peaked at $889K in Q1 2023.
  • 514 funds tracked by Wall St. Rank held Old Republic International as of Q3 2023.

Based on Summit Global Investments's 13F filing for Q3 2023, filed 16 Oct 2023.