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Lake Street Private Wealth’s Old Dominion Freight Line ODFL Stock Holding History

Lake Street Private Wealth’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
Q3 		– Sell
-3,950
Closed -$698K – 304
2024
Q2 		$698K Buy
3,950
+1,118
+39% +$211K 0.09% 183
2024
Q1 		$621K Sell
2,832
-112
-4% -$23.4K 0.09% 201
2023
Q4 		$597K Buy
+2,944
New +$584K 0.09% 193

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Street Private Wealth's ODFL Position: Q3 2024 in Review

Lake Street Private Wealth sold out of Old Dominion Freight Line (ODFL) in Q3 2024, closing a stake of 3,950 shares — an estimated $698K sold.

Lake Street Private Wealth first reported a position in ODFL in Q4 2023 and held it in 3 quarters. The position peaked at $698K in Q2 2024. 879 funds tracked by Wall St. Rank hold ODFL as of Q3 2024.

  • Lake Street Private Wealth reported no remaining Old Dominion Freight Line position as of Q3 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 3,950 Old Dominion Freight Line shares in Q3 2024, an estimated $698K.
  • Lake Street Private Wealth first reported a position in Old Dominion Freight Line in Q4 2023 and held it in 3 quarters.
  • Lake Street Private Wealth's Old Dominion Freight Line position peaked at $698K in Q2 2024.
  • 879 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q3 2024.

Based on Lake Street Private Wealth's 13F filing for Q3 2024, filed 22 Oct 2024.