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Blue Trust Inc’s Heartland Express HTLD Stock Holding History

Blue Trust Inc’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
2024
Q4 		– Sell
-70
Closed -$863 – 2684
2024
Q3 		$863 Buy
+70
New +$859 ﹤0.01% 2724
2023
Q3 		– Sell
-54
Closed -$1K – 2145
2023
Q2 		$1K Sell
54
-189
-78% -$2.95K ﹤0.01% 1859
2023
Q1 		$4K Buy
+243
New +$3.95K ﹤0.01% 1841

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Blue Trust Inc's HTLD Position: Q4 2024 in Review

Blue Trust Inc sold out of Heartland Express (HTLD) in Q4 2024, closing a stake of 70 shares — an estimated $863 sold.

Blue Trust Inc first reported a position in HTLD in Q1 2023 and held it in 3 quarters. The position peaked at $4K in Q1 2023. 176 funds tracked by Wall St. Rank hold HTLD as of Q4 2024.

  • Blue Trust Inc reported no remaining Heartland Express position as of Q4 2024 after selling out during the quarter.
  • Blue Trust Inc sold 70 Heartland Express shares in Q4 2024, an estimated $863.
  • Blue Trust Inc first reported a position in Heartland Express in Q1 2023 and held it in 3 quarters.
  • Blue Trust Inc's Heartland Express position peaked at $4K in Q1 2023.
  • 176 funds tracked by Wall St. Rank held Heartland Express as of Q4 2024.

Based on Blue Trust Inc's 13F filing for Q4 2024, filed 22 Jan 2025.