Sutton Wealth Advisors’s Old Republic International ORI Stock Holding History

Sutton Wealth Advisors’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	$5.33K	Hold	198	–	–	﹤0.01%	574
2023 Q2	$4.98K	Hold	198	–	–	﹤0.01%	568
2023 Q1	$4.94K	Sell	198 -9	-4%	-$227	﹤0.01%	523
2022 Q4	$5K	Buy	207 +2	+1%	+$47	﹤0.01%	1099
2022 Q3	$4.29K	Sell	205 -35	-15%	-$788	﹤0.01%	1096
2022 Q2	$5.37K	Buy	240 +20	+9%	+$463	﹤0.01%	1055
2022 Q1	$5.69K	Hold	220	–	–	﹤0.01%	1068
2021 Q4	$5.41K	Buy	220 +22	+11%	+$546	﹤0.01%	1058
2021 Q3	$4.58K	Hold	198	–	–	﹤0.01%	1068
2021 Q2	$4.93K	Hold	198	–	–	﹤0.01%	1047
2021 Q1	$4.32K	Hold	198	–	–	﹤0.01%	1035
2020 Q4	$3.9K	Hold	198	–	–	﹤0.01%	1019
2020 Q3	$2.92K	Hold	198	–	–	﹤0.01%	1029
2020 Q2	$3.23K	Buy	+198	New	+$3.13K	﹤0.01%	996

Other funds holding ORI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sutton Wealth Advisors's ORI Position: Q3 2023 in Review

Sutton Wealth Advisors held its Old Republic International (ORI) position steady in Q3 2023 at 198 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Sutton Wealth Advisors first reported a position in ORI in Q2 2020 and has held it in 14 quarters since. The position peaked at $5.69K in Q1 2022. 514 funds tracked by Wall St. Rank hold ORI as of Q3 2023.

Sutton Wealth Advisors held 198 shares of Old Republic International worth $5.33K as of Q3 2023.
Sutton Wealth Advisors left its Old Republic International share count unchanged in Q3 2023.
Old Republic International made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #574 holding.
Sutton Wealth Advisors first reported a position in Old Republic International in Q2 2020 and has held it in 14 quarters since.
Sutton Wealth Advisors's Old Republic International position peaked at $5.69K in Q1 2022.
514 funds tracked by Wall St. Rank held Old Republic International as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.