Sun Life Financial’s Old Republic International ORI Stock Holding History

Sun Life Financial’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
2022 Q1	–	Sell	-100	Closed	-$2K	–	92
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	94
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	80
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	80
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	514
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	505
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	511
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	455
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	445
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	460
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	611
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	606
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	608
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	612
2018 Q3	$2K	Hold	100	–	–	﹤0.01%	620
2018 Q2	$2K	Buy	100 +98	+4,900%	+$2.05K	﹤0.01%	627
2018 Q1	$100	Sell	2 -98	-98%	-$2.03K	﹤0.01%	485
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	491
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	515
2017 Q2	$2K	Buy	100 +98	+4,900%	+$1.95K	﹤0.01%	538
2017 Q1	$100	Buy	+2	New	+$40	﹤0.01%	393

Other funds holding ORI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sun Life Financial's ORI Position: Q1 2022 in Review

Sun Life Financial sold out of Old Republic International (ORI) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Sun Life Financial first reported a position in ORI in Q1 2017 and held it in 20 quarters. The position peaked at $2K in Q4 2021. 497 funds tracked by Wall St. Rank hold ORI as of Q1 2022.

Sun Life Financial reported no remaining Old Republic International position as of Q1 2022 after selling out during the quarter.
Sun Life Financial sold 100 Old Republic International shares in Q1 2022, an estimated $2K.
Sun Life Financial first reported a position in Old Republic International in Q1 2017 and held it in 20 quarters.
Sun Life Financial's Old Republic International position peaked at $2K in Q4 2021.
497 funds tracked by Wall St. Rank held Old Republic International as of Q1 2022.

Based on Sun Life Financial's 13F filing for Q1 2022, filed 12 May 2022.