VisionPoint Advisory Group’s Old Republic International ORI Stock Holding History

VisionPoint Advisory Group’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 Q1	–	Sell	-77	Closed	-$2.26K	–	848
2023 Q4	$2.26K	Sell	77 -33	-30%	-$928	﹤0.01%	608
2023 Q3	$2.96K	Buy	110 +96	+686%	+$2.59K	﹤0.01%	554
2023 Q2	$352	Buy	+14	New	+$351	﹤0.01%	562
2020 Q2	–	Sell	-32,808	Closed	-$500K	–	129
2020 Q1	$500K	Sell	32,808 -7,474	-19%	-$154K	0.23%	58
2019 Q4	$901K	Buy	40,282 +2,844	+8%	+$64.7K	0.37%	48
2019 Q3	$879K	Sell	37,438 -705	-2%	-$16.1K	0.24%	50
2019 Q2	$854K	Sell	38,143 -2,325	-6%	-$51.2K	0.25%	51
2019 Q1	$847K	Sell	40,468 -463	-1%	-$9.62K	0.24%	55
2018 Q4	$842K	Buy	+40,931	New	+$877K	0.27%	49

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 $3.37T AUM 44.26% 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 $4.45B AUM 22.95% 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

Norges Bank Oslo, Norway $1T AUM

VisionPoint Advisory Group's ORI Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of Old Republic International (ORI) in Q1 2024, closing a stake of 77 shares — an estimated $2.26K sold.

VisionPoint Advisory Group first reported a position in ORI in Q4 2018 and held it in 9 quarters. The position peaked at $901K in Q4 2019. 515 funds tracked by Wall St. Rank hold ORI as of Q1 2024.

VisionPoint Advisory Group reported no remaining Old Republic International position as of Q1 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 77 Old Republic International shares in Q1 2024, an estimated $2.26K.
VisionPoint Advisory Group first reported a position in Old Republic International in Q4 2018 and held it in 9 quarters.
VisionPoint Advisory Group's Old Republic International position peaked at $901K in Q4 2019.
515 funds tracked by Wall St. Rank held Old Republic International as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.