Get Premium to unlock powerful stock data

O'Dell Group, LLC Buys O'Reilly Automotive Inc, Fiserv Inc, Verizon Communications Inc, Sells ISHARES TRUST, VANGUARD BD IDX FD, Alphabet Inc

Author's Avatar
insider
Nov 15, 2021
Article's Main Image
Investment company O'Dell Group, LLC (Current Portfolio) buys O'Reilly Automotive Inc, Fiserv Inc, Verizon Communications Inc, NeoGenomics Inc, Visa Inc, sells ISHARES TRUST, VANGUARD BD IDX FD, Alphabet Inc, iShares Core MSCI Total International Stock ETF, SPDR Portfolio Short Term Corporate Bond ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, O'Dell Group, LLC. As of 2021Q3, O'Dell Group, LLC owns 511 stocks with a total value of $316 million. These are the details of the buys and sells.

For the details of O'Dell Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/o%27dell+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of O'Dell Group, LLC
  1. SPDR Portfolio S&P 500 ETF (SPLG) - 732,378 shares, 11.69% of the total portfolio. Shares reduced by 2.28%
  2. SPDR Dividend ETF (SDY) - 247,746 shares, 9.22% of the total portfolio. Shares added by 3.76%
  3. iShares Core Dividend Growth ETF (DGRO) - 459,003 shares, 7.30% of the total portfolio. Shares added by 5.47%
  4. Vanguard FTSE Emerging Markets ETF (VWO) - 437,709 shares, 6.93% of the total portfolio. Shares added by 1.83%
  5. S&P 500 ETF TRUST ETF (SPY) - 49,665 shares, 6.74% of the total portfolio. Shares reduced by 1.72%
New Purchase: O'Reilly Automotive Inc (ORLY)

O'Dell Group, LLC initiated holding in O'Reilly Automotive Inc. The purchase prices were between $575.38 and $626.33, with an estimated average price of $599.88. The stock is now traded at around $650.630000. The impact to a portfolio due to this purchase was 0.07%. The holding were 351 shares as of 2021-09-30.

New Purchase: Tesla Inc (TSLA)

O'Dell Group, LLC initiated holding in Tesla Inc. The purchase prices were between $643.38 and $791.36, with an estimated average price of $706.1. The stock is now traded at around $984.862000. The impact to a portfolio due to this purchase was 0.06%. The holding were 226 shares as of 2021-09-30.

New Purchase: Verizon Communications Inc (VZ)

O'Dell Group, LLC initiated holding in Verizon Communications Inc. The purchase prices were between $54.01 and $56.55, with an estimated average price of $55.34. The stock is now traded at around $52.236400. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,494 shares as of 2021-09-30.

New Purchase: Visa Inc (V)

O'Dell Group, LLC initiated holding in Visa Inc. The purchase prices were between $220.05 and $250.93, with an estimated average price of $234.41. The stock is now traded at around $212.039000. The impact to a portfolio due to this purchase was 0.06%. The holding were 888 shares as of 2021-09-30.

New Purchase: Unity Software Inc (U)

O'Dell Group, LLC initiated holding in Unity Software Inc. The purchase prices were between $96.71 and $142.52, with an estimated average price of $118.43. The stock is now traded at around $200.530000. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,510 shares as of 2021-09-30.

New Purchase: NeoGenomics Inc (NEO)

O'Dell Group, LLC initiated holding in NeoGenomics Inc. The purchase prices were between $41.66 and $52.52, with an estimated average price of $46.33. The stock is now traded at around $41.000000. The impact to a portfolio due to this purchase was 0.06%. The holding were 3,820 shares as of 2021-09-30.

Sold Out: Discovery Minerals Ltd (DSCR)

O'Dell Group, LLC sold out a holding in Discovery Minerals Ltd. The sale prices were between $0 and $0.01, with an estimated average price of $0.01.



Here is the complete portfolio of O'Dell Group, LLC. Also check out:

1. O'Dell Group, LLC's Undervalued Stocks
2. O'Dell Group, LLC's Top Growth Companies, and
3. O'Dell Group, LLC's High Yield stocks
4. Stocks that O'Dell Group, LLC keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus