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Aperio Group’s Heartland Express HTLD Stock Holding History

Aperio Group’s Portfolio HTLD Stock Details HTLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$1.34M Sell
74,326
-4,245
-5% -$80.1K ﹤0.01% 1435
2020
Q3 		$1.46M Buy
78,571
+12,259
+18% +$250K ﹤0.01% 1260
2020
Q2 		$1.38M Buy
66,312
+29,968
+82% +$602K 0.01% 1269
2020
Q1 		$675K Buy
36,344
+20,829
+134% +$396K ﹤0.01% 1489
2019
Q4 		$327K Sell
15,515
-658
-4% -$14.1K ﹤0.01% 2022
2019
Q3 		$348K Sell
16,173
-854
-5% -$17.1K ﹤0.01% 1952
2019
Q2 		$308K Sell
17,027
-631
-4% -$12.1K ﹤0.01% 2010
2019
Q1 		$340K Buy
17,658
+520
+3% +$10.3K ﹤0.01% 1949
2018
Q4 		$314K Sell
17,138
-6,688
-28% -$127K ﹤0.01% 1919
2018
Q3 		$470K Sell
23,826
-1,926
-7% -$38.2K ﹤0.01% 1798
2018
Q2 		$478K Sell
25,752
-22,732
-47% -$420K ﹤0.01% 1763
2018
Q1 		$872K Sell
48,484
-70
-0.1% -$1.48K ﹤0.01% 1400
2017
Q4 		$1.13M Sell
48,554
-4,152
-8% -$93.7K 0.01% 1233
2017
Q3 		$1.32M Buy
52,706
+1,978
+4% +$43.1K 0.01% 1127
2017
Q2 		$1.06M Buy
50,728
+206
+0.4% +$4.11K 0.01% 1215
2017
Q1 		$1.01M Buy
50,522
+22,578
+81% +$458K 0.01% 1166
2016
Q4 		$569K Sell
27,944
-818
-3% -$16.4K ﹤0.01% 1436
2016
Q3 		$543K Buy
28,762
+26
+0.1% +$487 ﹤0.01% 1404
2016
Q2 		$500K Sell
28,736
-183
-0.6% -$3.26K ﹤0.01% 1381
2016
Q1 		$536K Buy
28,919
+10,382
+56% +$187K ﹤0.01% 1325
2015
Q4 		$315K Sell
18,537
-7,323
-28% -$140K ﹤0.01% 1586
2015
Q3 		$516K Buy
25,860
+1,842
+8% +$37.7K 0.01% 1284
2015
Q2 		$486K Buy
24,018
+2,175
+10% +$46.7K 0.01% 1337
2015
Q1 		$519K Sell
21,843
-6,306
-22% -$160K 0.01% 1255
2014
Q4 		$760K Sell
28,149
-7,176
-20% -$182K 0.01% 1015
2014
Q3 		$846K Sell
35,325
-966
-3% -$22.3K 0.01% 919
2014
Q2 		$774K Buy
36,291
+698
+2% +$15.1K 0.01% 944
2014
Q1 		$808K Buy
+35,593
New +$744K 0.01% 1101
2013
Q4 		– Sell
-12,754
Closed -$209K – 1084
2013
Q3 		$181K Buy
+12,754
New +$183K ﹤0.01% 1665

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group's HTLD Position: Q4 2020 in Review

Aperio Group reduced its Heartland Express (HTLD) stake by 5.4% in Q4 2020, selling an estimated $80.1K and leaving 74,326 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1435.

Aperio Group first reported a position in HTLD in Q3 2013 and has held it in 29 quarters since. The position peaked at $1.46M in Q3 2020. 174 funds tracked by Wall St. Rank hold HTLD as of Q4 2020.

  • Aperio Group held 74,326 shares of Heartland Express worth $1.34M as of Q4 2020.
  • Aperio Group sold 4,245 Heartland Express shares in Q4 2020, an estimated $80.1K.
  • Heartland Express made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1435 holding.
  • Aperio Group first reported a position in Heartland Express in Q3 2013 and has held it in 29 quarters since.
  • Aperio Group's Heartland Express position peaked at $1.46M in Q3 2020.
  • 174 funds tracked by Wall St. Rank held Heartland Express as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.