Wealthspire Advisors (Maryland)’s Old Republic International ORI Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$261K	Buy	+17,703	New	+$283K	0.01%	376
2019 Q2	–	Sell	-1,110	Closed	-$23K	–	1528
2019 Q1	$23K	Buy	1,110 +7	+0.6%	+$146	﹤0.01%	1219
2018 Q4	$23K	Sell	1,103 -32	-3%	-$685	﹤0.01%	1150
2018 Q3	$25K	Hold	1,135	–	–	﹤0.01%	1221
2018 Q2	$23K	Sell	1,135 -178	-14%	-$3.73K	﹤0.01%	1262
2018 Q1	$28K	Buy	1,313 +95	+8%	+$1.97K	﹤0.01%	1186
2017 Q4	$26K	Buy	1,218 +228	+23%	+$4.66K	﹤0.01%	1243
2017 Q3	$19K	Hold	990	–	–	﹤0.01%	1310
2017 Q2	$19K	Hold	990	–	–	﹤0.01%	1289
2017 Q1	$20K	Hold	990	–	–	﹤0.01%	1083
2016 Q4	$19K	Hold	990	–	–	﹤0.01%	1037
2016 Q3	$17K	Hold	990	–	–	﹤0.01%	1108
2016 Q2	$19K	Hold	990	–	–	﹤0.01%	1009
2016 Q1	$18K	Hold	990	–	–	﹤0.01%	1003
2015 Q4	$18K	Buy	+990	New	+$17.8K	﹤0.01%	1001

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ORI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Old Republic International (ORI) in Q3 2020: 17,703 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #376 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in ORI as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in ORI in Q4 2015 and has held it in 15 quarters since. 407 funds tracked by Wall St. Rank hold ORI as of Q3 2020.

Wealthspire Advisors (Maryland) held 17,703 shares of Old Republic International worth $261K as of Q3 2020.
Old Republic International was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Old Republic International made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #376 holding.
Wealthspire Advisors (Maryland) first reported a position in Old Republic International in Q4 2015 and has held it in 15 quarters since.
407 funds tracked by Wall St. Rank held Old Republic International as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.