TRUE Private Wealth Advisors’s Old Republic International ORI Stock Holding History

TRUE Private 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
2024 Q3	–	Sell	-7,215	Closed	-$223K	–	263
2024 Q2	$223K	Hold	7,215	–	–	0.03%	253
2024 Q1	$222K	Hold	7,215	–	–	0.03%	264
2023 Q4	$212K	Buy	+7,215	New	+$203K	0.03%	270
2021 Q2	–	Sell	-15,548	Closed	-$340K	–	248
2021 Q1	$340K	Buy	15,548 +8,333	+115%	+$167K	0.05%	162
2020 Q4	$142K	Hold	7,215	–	–	0.02%	233
2020 Q3	$106K	Buy	7,215 +1,200	+20%	+$19.2K	0.02%	240
2020 Q2	$98K	Hold	6,015	–	–	0.02%	238
2020 Q1	$91K	Hold	6,015	–	–	0.02%	218
2019 Q4	$134K	Buy	+6,015	New	+$137K	0.02%	258
2019 Q3	–	Sell	-6,015	Closed	-$134K	–	569
2019 Q2	$134K	Buy	+6,015	New	+$132K	0.02%	232

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

TRUE Private Wealth Advisors's ORI Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Old Republic International (ORI) in Q3 2024, closing a stake of 7,215 shares — an estimated $223K sold.

TRUE Private Wealth Advisors first reported a position in ORI in Q2 2019 and held it in 10 quarters. The position peaked at $340K in Q1 2021. 571 funds tracked by Wall St. Rank hold ORI as of Q3 2024.

TRUE Private Wealth Advisors reported no remaining Old Republic International position as of Q3 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 7,215 Old Republic International shares in Q3 2024, an estimated $223K.
TRUE Private Wealth Advisors first reported a position in Old Republic International in Q2 2019 and held it in 10 quarters.
TRUE Private Wealth Advisors's Old Republic International position peaked at $340K in Q1 2021.
571 funds tracked by Wall St. Rank held Old Republic International as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.