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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 877 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.
877 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.