Berman Capital Advisors’s Heartland Express HTLD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$8K	Sell	543 -1,235	-69%	-$20.6K	﹤0.01%	1259
2021 Q2	$30K	Buy	1,778 +1,672	+1,577%	+$30.9K	﹤0.01%	768
2021 Q1	$2K	Sell	106 -66	-38%	-$1.25K	﹤0.01%	1516
2020 Q4	$3K	Buy	+172	New	+$3.25K	﹤0.01%	1302
2020 Q3	–	Sell	-118	Closed	-$2.4K	–	1676
2020 Q2	$2K	Buy	+118	New	+$2.37K	﹤0.01%	1277

Other funds holding HTLD

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Berman Capital Advisors's HTLD Position: Q3 2021 in Review

Berman Capital Advisors reduced its Heartland Express (HTLD) stake by 69% in Q3 2021, selling an estimated $20.6K and leaving 543 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Berman Capital Advisors first reported a position in HTLD in Q2 2020 and has held it in 5 quarters since. The position peaked at $30K in Q2 2021. 160 funds tracked by Wall St. Rank hold HTLD as of Q3 2021.

Berman Capital Advisors held 543 shares of Heartland Express worth $8K as of Q3 2021.
Berman Capital Advisors sold 1,235 Heartland Express shares in Q3 2021, an estimated $20.6K.
Heartland Express made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1259 holding.
Berman Capital Advisors first reported a position in Heartland Express in Q2 2020 and has held it in 5 quarters since.
Berman Capital Advisors's Heartland Express position peaked at $30K in Q2 2021.
160 funds tracked by Wall St. Rank held Heartland Express as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.