West Oak Capital’s Old Republic International ORI Stock Holding History

West Oak Capital’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 Q4	–	Sell	-600	Closed	-$9K	–	329
2020 Q3	$9K	Hold	600	–	–	﹤0.01%	239
2020 Q2	$10K	Hold	600	–	–	0.01%	240
2020 Q1	$9K	Hold	600	–	–	0.01%	226
2019 Q4	$13K	Hold	600	–	–	0.01%	229
2019 Q3	$14K	Hold	600	–	–	0.01%	227
2019 Q2	$13K	Hold	600	–	–	0.01%	243
2019 Q1	$13K	Hold	600	–	–	0.01%	233
2018 Q4	$12.3K	Hold	600	–	–	0.01%	236
2018 Q3	$13.4K	Hold	600	–	–	0.01%	251
2018 Q2	$11.9K	Hold	600	–	–	0.01%	251
2018 Q1	$12.9K	Hold	600	–	–	0.01%	257
2017 Q4	$12.8K	Hold	600	–	–	0.01%	236
2017 Q3	$11.8K	Sell	600 -2,862	-83%	-$55.5K	0.01%	265
2017 Q2	$67.6K	Hold	3,462	–	–	0.04%	164
2017 Q1	$70.9K	Hold	3,462	–	–	0.04%	161
2016 Q4	$65.8K	Sell	3,462 -371	-10%	-$6.68K	0.04%	166
2016 Q3	$67.5K	Buy	3,833 +749	+24%	+$14.3K	0.05%	160
2016 Q2	$59.5K	Buy	+3,084	New	+$57.6K	0.04%	156

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

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 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

West Oak Capital's ORI Position: Q4 2020 in Review

West Oak Capital sold out of Old Republic International (ORI) in Q4 2020, closing a stake of 600 shares — an estimated $9K sold.

West Oak Capital first reported a position in ORI in Q2 2016 and held it in 18 quarters. The position peaked at $70.9K in Q1 2017. 400 funds tracked by Wall St. Rank hold ORI as of Q4 2020.

West Oak Capital reported no remaining Old Republic International position as of Q4 2020 after selling out during the quarter.
West Oak Capital sold 600 Old Republic International shares in Q4 2020, an estimated $9K.
West Oak Capital first reported a position in Old Republic International in Q2 2016 and held it in 18 quarters.
West Oak Capital's Old Republic International position peaked at $70.9K in Q1 2017.
400 funds tracked by Wall St. Rank held Old Republic International as of Q4 2020.

Based on West Oak Capital's 13F filing for Q4 2020, filed 8 Jan 2021.