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SYSTM Wealth Solutions’s Old Republic International ORI Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-68,837
Closed -$2.13M – 469
2024
Q2 		$2.13M Sell
68,837
-11,794
-15% -$361K 0.47% 72
2024
Q1 		$2.48M Buy
80,631
+14,324
+22% +$416K 0.31% 92
2023
Q4 		$1.95M Buy
66,307
+3,029
+5% +$85.2K 0.27% 109
2023
Q3 		$1.7M Buy
63,278
+15,110
+31% +$408K 0.26% 106
2023
Q2 		$1.21M Buy
48,168
+20,556
+74% +$515K 0.16% 173
2023
Q1 		$689K Sell
27,612
-15,030
-35% -$378K 0.11% 234
2022
Q4 		$1.03M Buy
+42,642
New +$1,000K 0.13% 201

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

SYSTM Wealth Solutions's ORI Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Old Republic International (ORI) in Q3 2024, closing a stake of 68,837 shares — an estimated $2.13M sold.

SYSTM Wealth Solutions first reported a position in ORI in Q4 2022 and held it in 7 quarters. The position peaked at $2.48M in Q1 2024. 571 funds tracked by Wall St. Rank hold ORI as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Old Republic International position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 68,837 Old Republic International shares in Q3 2024, an estimated $2.13M.
  • SYSTM Wealth Solutions first reported a position in Old Republic International in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Old Republic International position peaked at $2.48M in Q1 2024.
  • 571 funds tracked by Wall St. Rank held Old Republic International as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.