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Simplicity Wealth’s Old Dominion Freight Line ODFL Stock Holding History

Simplicity 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
-3,367
Closed -$595K – 981
2024
Q2 		$595K Sell
3,367
-334
-9% -$63K 0.01% 688
2024
Q1 		$811K Buy
+3,701
New +$772K 0.02% 579

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

Simplicity Wealth's ODFL Position: Q3 2024 in Review

Simplicity Wealth sold out of Old Dominion Freight Line (ODFL) in Q3 2024, closing a stake of 3,367 shares — an estimated $595K sold.

Simplicity Wealth first reported a position in ODFL in Q1 2024 and held it in 2 quarters. The position peaked at $811K in Q1 2024. 879 funds tracked by Wall St. Rank hold ODFL as of Q3 2024.

  • Simplicity Wealth reported no remaining Old Dominion Freight Line position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 3,367 Old Dominion Freight Line shares in Q3 2024, an estimated $595K.
  • Simplicity Wealth first reported a position in Old Dominion Freight Line in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Old Dominion Freight Line position peaked at $811K in Q1 2024.
  • 879 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.