Selective Wealth Management’s Old Dominion Freight Line ODFL Stock Holding History

Selective 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
2023 Q3	–	Sell	-1,658	Closed	-$311K	–	100
2023 Q2	$311K	Buy	+1,658	New	+$268K	0.16%	76
2022 Q4	$263K	Hold	1,658	–	–	0.14%	98
2022 Q3	$206K	Sell	1,658 -300	-15%	-$41.5K	0.09%	123
2022 Q2	$251K	Buy	1,958 +1,658	+553%	+$217K	0.09%	119
2022 Q1	$45K	Buy	300 +50	+20%	+$7.79K	0.02%	323
2021 Q4	$45K	Buy	+250	New	+$42.2K	0.02%	288

Other funds holding ODFL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Selective Wealth Management's ODFL Position: Q3 2023 in Review

Selective Wealth Management sold out of Old Dominion Freight Line (ODFL) in Q3 2023, closing a stake of 1,658 shares — an estimated $311K sold.

Selective Wealth Management first reported a position in ODFL in Q4 2021 and held it in 6 quarters. The position peaked at $311K in Q2 2023. 826 funds tracked by Wall St. Rank hold ODFL as of Q3 2023.

Selective Wealth Management reported no remaining Old Dominion Freight Line position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 1,658 Old Dominion Freight Line shares in Q3 2023, an estimated $311K.
Selective Wealth Management first reported a position in Old Dominion Freight Line in Q4 2021 and held it in 6 quarters.
Selective Wealth Management's Old Dominion Freight Line position peaked at $311K in Q2 2023.
826 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.