Wescott Financial Advisory Group’s Old Republic International ORI Stock Holding History

Wescott Financial 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
2023 Q4	–	Sell	-36,122	Closed	-$973K	–	167
2023 Q3	$973K	Hold	36,122	–	–	0.18%	70
2023 Q2	$909K	Hold	36,122	–	–	0.16%	77
2023 Q1	$902K	Sell	36,122 -96	-0.3%	-$2.42K	0.2%	74
2022 Q4	$875K	Hold	36,218	–	–	0.19%	69
2022 Q3	$758K	Sell	36,218 -590	-2%	-$13.3K	0.21%	64
2022 Q2	$823K	Hold	36,808	–	–	0.22%	60
2022 Q1	$952K	Hold	36,808	–	–	0.25%	55
2021 Q4	$905K	Sell	36,808 -410	-1%	-$10.2K	0.47%	26
2021 Q3	$861K	Hold	37,218	–	–	0.49%	25
2021 Q2	$909K	Hold	37,218	–	–	0.54%	23
2021 Q1	$813K	Hold	37,218	–	–	0.53%	22
2020 Q4	$734K	Buy	+37,218	New	+$654K	0.52%	20

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 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

Wescott Financial Advisory Group's ORI Position: Q4 2023 in Review

Wescott Financial Advisory Group sold out of Old Republic International (ORI) in Q4 2023, closing a stake of 36,122 shares — an estimated $973K sold.

Wescott Financial Advisory Group first reported a position in ORI in Q4 2020 and held it in 12 quarters. The position peaked at $973K in Q3 2023. 539 funds tracked by Wall St. Rank hold ORI as of Q4 2023.

Wescott Financial Advisory Group reported no remaining Old Republic International position as of Q4 2023 after selling out during the quarter.
Wescott Financial Advisory Group sold 36,122 Old Republic International shares in Q4 2023, an estimated $973K.
Wescott Financial Advisory Group first reported a position in Old Republic International in Q4 2020 and held it in 12 quarters.
Wescott Financial Advisory Group's Old Republic International position peaked at $973K in Q3 2023.
539 funds tracked by Wall St. Rank held Old Republic International as of Q4 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.