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Baker Avenue Asset Management’s Heartland Express HTLD Stock Holding History

Baker Avenue Asset Management’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
2023
Q4 		– Sell
-21
Closed -$308 – 864
2023
Q3 		$308 Hold
21
– – ﹤0.01% 1558
2023
Q2 		$345 Hold
21
– – ﹤0.01% 1514
2023
Q1 		$334 Hold
21
– – ﹤0.01% 1552
2022
Q4 		$322 Buy
+21
New +$324 ﹤0.01% 1499

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ACH
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State Street
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Bank of New York Mellon
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Baker Avenue Asset Management's HTLD Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Heartland Express (HTLD) in Q4 2023, closing a stake of 21 shares — an estimated $308 sold.

Baker Avenue Asset Management first reported a position in HTLD in Q4 2022 and held it in 4 quarters. The position peaked at $345 in Q2 2023. 158 funds tracked by Wall St. Rank hold HTLD as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Heartland Express position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 21 Heartland Express shares in Q4 2023, an estimated $308.
  • Baker Avenue Asset Management first reported a position in Heartland Express in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Heartland Express position peaked at $345 in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.