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UBP Investment Advisors’s Old Dominion Freight Line ODFL Stock Holding History

UBP Investment Advisors’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
2022
Q3 		$960K Hold
7,738
– – 0.49% 32
2022
Q2 		$990K Buy
+7,738
New +$1.01M 0.4% 35
2021
Q2 		– Sell
-9,132
Closed -$1.1M – 129
2021
Q1 		$1.1M Buy
+9,132
New +$980K 0.45% 42

Other funds holding ODFL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

UBP Investment Advisors's ODFL Position: Q3 2022 in Review

UBP Investment Advisors held its Old Dominion Freight Line (ODFL) position steady in Q3 2022 at 7,738 shares worth $960K. The position accounts for 0.49% of the portfolio, ranked #32.

UBP Investment Advisors first reported a position in ODFL in Q1 2021 and has held it in 3 quarters since. The position peaked at $1.1M in Q1 2021. 741 funds tracked by Wall St. Rank hold ODFL as of Q3 2022.

  • UBP Investment Advisors held 7,738 shares of Old Dominion Freight Line worth $960K as of Q3 2022.
  • UBP Investment Advisors left its Old Dominion Freight Line share count unchanged in Q3 2022.
  • Old Dominion Freight Line made up 0.49% of UBP Investment Advisors's portfolio in Q3 2022, its #32 holding.
  • UBP Investment Advisors first reported a position in Old Dominion Freight Line in Q1 2021 and has held it in 3 quarters since.
  • UBP Investment Advisors's Old Dominion Freight Line position peaked at $1.1M in Q1 2021.
  • 741 funds tracked by Wall St. Rank held Old Dominion Freight Line as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.