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Okabena Investment Services’s Old Dominion Freight Line ODFL Stock Holding History

Okabena Investment Services’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
2023
Q3 		– Sell
-78
Closed -$14.4K – 141
2023
Q2 		$14.4K Buy
+78
New +$12.6K 0.01% 116

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Okabena Investment Services's ODFL Position: Q3 2023 in Review

Okabena Investment Services sold out of Old Dominion Freight Line (ODFL) in Q3 2023, closing a stake of 78 shares — an estimated $14.4K sold.

Okabena Investment Services first reported a position in ODFL in Q2 2023 and held it in 1 quarter. The position peaked at $14.4K in Q2 2023. 827 funds tracked by Wall St. Rank hold ODFL as of Q3 2023.

  • Okabena Investment Services reported no remaining Old Dominion Freight Line position as of Q3 2023 after selling out during the quarter.
  • Okabena Investment Services sold 78 Old Dominion Freight Line shares in Q3 2023, an estimated $14.4K.
  • Okabena Investment Services first reported a position in Old Dominion Freight Line in Q2 2023 and held it in 1 quarter.
  • Okabena Investment Services's Old Dominion Freight Line position peaked at $14.4K in Q2 2023.
  • 827 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q3 2023.

Based on Okabena Investment Services's 13F filing for Q3 2023, filed 14 Nov 2023.