Henry Ellenbogen’s Old Dominion Freight Line ODFL Stock Holding History

Henry Ellenbogen’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
2025 Q1	–	Sell	-996,514	Closed	-$176M	–	56
2024 Q4	$176M	Sell	996,514 -206,606	-17%	-$42.1M	1.43%	27
2024 Q3	$239M	Buy	1,203,120 +142,304	+13%	+$27.7M	1.75%	23
2024 Q2	$187M	Buy	1,060,816 +910,504	+606%	+$172M	1.54%	23
2024 Q1	$33M	Sell	150,312 -63,694	-30%	-$13.3M	0.26%	48
2023 Q4	$43.4M	Buy	214,006 +55,068	+35%	+$10.9M	0.34%	48
2023 Q3	$32.5M	Hold	158,938	–	–	0.3%	44
2023 Q2	$29.4M	Buy	+158,938	New	+$25.7M	0.26%	46
2020 Q4	–	Sell	-485,852	Closed	-$44M	–	58
2020 Q3	$44M	Sell	485,852 -129,440	-21%	-$12.1M	0.48%	44
2020 Q2	$52.2M	Sell	615,292 -472,472	-43%	-$35.9M	0.65%	38
2020 Q1	$71.4M	Buy	+1,087,764	New	+$72.3M	1.45%	14

Other funds holding ODFL

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Henry Ellenbogen's ODFL Position: Q1 2025 in Review

Henry Ellenbogen sold out of Old Dominion Freight Line (ODFL) in Q1 2025, closing a stake of 996,514 shares — an estimated $176M sold.

Henry Ellenbogen first reported a position in ODFL in Q1 2020 and held it in 10 quarters. The position peaked at $239M in Q3 2024. 866 funds tracked by Wall St. Rank hold ODFL as of Q1 2025.

Henry Ellenbogen reported no remaining Old Dominion Freight Line position as of Q1 2025 after selling out during the quarter.
Henry Ellenbogen sold 996,514 Old Dominion Freight Line shares in Q1 2025, an estimated $176M.
Henry Ellenbogen first reported a position in Old Dominion Freight Line in Q1 2020 and held it in 10 quarters.
Henry Ellenbogen's Old Dominion Freight Line position peaked at $239M in Q3 2024.
866 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q1 2025.

Based on Durable Capital Partners's 13F filing for Q1 2025, filed 15 May 2025.