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Koss-Olinger Consulting’s Covenant Logistics CVLG Stock Holding History

Koss-Olinger Consulting’s Portfolio CVLG Stock Details CVLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-20,294
Closed -$536K – 211
2024
Q3 		$536K Buy
20,294
+86
+0.4% +$2.23K 0.05% 143
2024
Q2 		$498K Buy
+20,208
New +$469K 0.05% 145
2024
Q1 		– Sell
-17,852
Closed -$411K – 105
2023
Q4 		$411K Buy
17,852
+3,752
+27% +$80.3K 0.04% 179
2023
Q3 		$309K Buy
14,100
+1,132
+9% +$27.4K 0.05% 183
2023
Q2 		$284K Buy
+12,968
New +$250K 0.03% 192

Other funds holding CVLG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
FP
Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Koss-Olinger Consulting's CVLG Position: Q4 2024 in Review

Koss-Olinger Consulting sold out of Covenant Logistics (CVLG) in Q4 2024, closing a stake of 20,294 shares — an estimated $536K sold.

Koss-Olinger Consulting first reported a position in CVLG in Q2 2023 and held it in 5 quarters. The position peaked at $536K in Q3 2024. 153 funds tracked by Wall St. Rank hold CVLG as of Q4 2024.

  • Koss-Olinger Consulting reported no remaining Covenant Logistics position as of Q4 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 20,294 Covenant Logistics shares in Q4 2024, an estimated $536K.
  • Koss-Olinger Consulting first reported a position in Covenant Logistics in Q2 2023 and held it in 5 quarters.
  • Koss-Olinger Consulting's Covenant Logistics position peaked at $536K in Q3 2024.
  • 153 funds tracked by Wall St. Rank held Covenant Logistics as of Q4 2024.

Based on Koss-Olinger Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.