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Congress Wealth Management’s Old Dominion Freight Line ODFL Stock Holding History

Congress Wealth Management’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
2024
Q2 		– Sell
-63,351
Closed -$13.9M – 731
2024
Q1 		$13.9M Sell
63,351
-1,867
-3% -$389K 0.24% 125
2023
Q4 		$13.2M Buy
65,218
+1,150
+2% +$228K 0.24% 121
2023
Q3 		$13.1M Buy
64,068
+2,006
+3% +$406K 0.27% 100
2023
Q2 		$11.5M Sell
62,062
-200
-0.3% -$32.4K 0.27% 116
2023
Q1 		$10.6M Buy
62,262
+5,540
+10% +$928K 0.26% 122
2022
Q4 		$8.05M Sell
56,722
-1,072
-2% -$152K 0.21% 143
2022
Q3 		$7.19M Buy
57,794
+2,706
+5% +$374K 0.19% 158
2022
Q2 		$7.06M Buy
55,088
+2,610
+5% +$342K 0.18% 160
2022
Q1 		$7.84M Buy
52,478
+2,832
+6% +$441K 0.17% 168
2021
Q4 		$8.9M Buy
+49,646
New +$8.37M 0.18% 165

Other funds holding ODFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Congress Wealth Management's ODFL Position: Q2 2024 in Review

Congress Wealth Management sold out of Old Dominion Freight Line (ODFL) in Q2 2024, closing a stake of 63,351 shares — an estimated $13.9M sold.

Congress Wealth Management first reported a position in ODFL in Q4 2021 and held it in 10 quarters. The position peaked at $13.9M in Q1 2024. 875 funds tracked by Wall St. Rank hold ODFL as of Q2 2024.

  • Congress Wealth Management reported no remaining Old Dominion Freight Line position as of Q2 2024 after selling out during the quarter.
  • Congress Wealth Management sold 63,351 Old Dominion Freight Line shares in Q2 2024, an estimated $13.9M.
  • Congress Wealth Management first reported a position in Old Dominion Freight Line in Q4 2021 and held it in 10 quarters.
  • Congress Wealth Management's Old Dominion Freight Line position peaked at $13.9M in Q1 2024.
  • 875 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q2 2024.

Based on Congress Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.