BMS Financial Advisors’s Old Dominion Freight Line ODFL Stock Holding History

BMS Financial Advisors’s Portfolio ODFL Stock Details ODFL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$290K	Sell	1,570 -838	-35%	-$136K	0.19%	95
2023 Q1	$410K	Buy	2,408 +20	+0.8%	+$3.35K	0.28%	82
2022 Q4	$339K	Sell	2,388 -782	-25%	-$111K	0.22%	74
2022 Q3	$394K	Buy	3,170 +72	+2%	+$9.96K	0.28%	70
2022 Q2	$397K	Sell	3,098 -1,152	-27%	-$151K	0.26%	70
2022 Q1	$635K	Buy	4,250 +324	+8%	+$50.4K	0.4%	48
2021 Q4	$703K	Buy	+3,926	New	+$662K	0.45%	41

Other funds holding ODFL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BMS Financial Advisors's ODFL Position: Q2 2023 in Review

BMS Financial Advisors reduced its Old Dominion Freight Line (ODFL) stake by 35% in Q2 2023, selling an estimated $136K and leaving 1,570 shares worth $290K. The position accounts for 0.19% of the portfolio, ranked #95.

BMS Financial Advisors first reported a position in ODFL in Q4 2021 and has held it in 7 quarters since. The position peaked at $703K in Q4 2021. 784 funds tracked by Wall St. Rank hold ODFL as of Q2 2023.

BMS Financial Advisors held 1,570 shares of Old Dominion Freight Line worth $290K as of Q2 2023.
BMS Financial Advisors sold 838 Old Dominion Freight Line shares in Q2 2023, an estimated $136K.
Old Dominion Freight Line made up 0.19% of BMS Financial Advisors's portfolio in Q2 2023, its #95 holding.
BMS Financial Advisors first reported a position in Old Dominion Freight Line in Q4 2021 and has held it in 7 quarters since.
BMS Financial Advisors's Old Dominion Freight Line position peaked at $703K in Q4 2021.
784 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.