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Wetzel Investment Advisors’s Old Republic International ORI Stock Holding History

Wetzel Investment Advisors’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
Q3 		– Sell
-400
Closed -$12.3K – 660
2024
Q2 		$12.3K Hold
400
– – 0.01% 428
2024
Q1 		$11.6K Hold
400
– – 0.01% 497
2023
Q4 		$12K Buy
+400
New +$11.3K 0.01% 484

Other funds holding ORI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wetzel Investment Advisors's ORI Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Old Republic International (ORI) in Q3 2024, closing a stake of 400 shares — an estimated $12.3K sold.

Wetzel Investment Advisors first reported a position in ORI in Q4 2023 and held it in 3 quarters. The position peaked at $12.3K in Q2 2024. 571 funds tracked by Wall St. Rank hold ORI as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Old Republic International position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 400 Old Republic International shares in Q3 2024, an estimated $12.3K.
  • Wetzel Investment Advisors first reported a position in Old Republic International in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Old Republic International position peaked at $12.3K in Q2 2024.
  • 571 funds tracked by Wall St. Rank held Old Republic International as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.