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UBS’s Old Republic International ORI Stock Holding History

UBS’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
2014
Q3 		$3.41M Sell
239,071
-134,813
-36% -$2.06M ﹤0.01% 2394
2014
Q2 		$6.18M Buy
373,884
+154,642
+71% +$2.58M ﹤0.01% 1762
2014
Q1 		$3.6M Sell
219,242
-152,879
-41% -$2.43M ﹤0.01% 2186
2013
Q4 		$6.43M Buy
372,121
+165,192
+80% +$2.71M 0.01% 1633
2013
Q3 		$3.19M Sell
206,929
-12,722
-6% -$183K ﹤0.01% 2121
2013
Q2 		$2.83M Buy
+219,651
New +$2.91M ﹤0.01% 2169

Other funds holding ORI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS's ORI Position: Q3 2014 in Review

UBS reduced its Old Republic International (ORI) stake by 36% in Q3 2014, selling an estimated $2.06M and leaving 239,071 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

UBS first reported a position in ORI in Q2 2013 and has held it in 6 quarters since. The position peaked at $6.43M in Q4 2013. 293 funds tracked by Wall St. Rank hold ORI as of Q3 2014.

  • UBS held 239,071 shares of Old Republic International worth $3.41M as of Q3 2014.
  • UBS sold 134,813 Old Republic International shares in Q3 2014, an estimated $2.06M.
  • Old Republic International made up ﹤0.01% of UBS's portfolio in Q3 2014, its #2394 holding.
  • UBS first reported a position in Old Republic International in Q2 2013 and has held it in 6 quarters since.
  • UBS's Old Republic International position peaked at $6.43M in Q4 2013.
  • 293 funds tracked by Wall St. Rank held Old Republic International as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.