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Burgundy Asset Management’s Heartland Express HTLD Stock Holding History

Burgundy 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
2024
Q4 		– Sell
-462,781
Closed -$5.68M – 109
2024
Q3 		$5.68M Buy
462,781
+9,941
+2% +$122K 0.06% 90
2024
Q2 		$5.58M Buy
+452,840
New +$5.06M 0.06% 88

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

Burgundy Asset Management's HTLD Position: Q4 2024 in Review

Burgundy Asset Management sold out of Heartland Express (HTLD) in Q4 2024, closing a stake of 462,781 shares — an estimated $5.68M sold.

Burgundy Asset Management first reported a position in HTLD in Q2 2024 and held it in 2 quarters. The position peaked at $5.68M in Q3 2024. 176 funds tracked by Wall St. Rank hold HTLD as of Q4 2024.

  • Burgundy Asset Management reported no remaining Heartland Express position as of Q4 2024 after selling out during the quarter.
  • Burgundy Asset Management sold 462,781 Heartland Express shares in Q4 2024, an estimated $5.68M.
  • Burgundy Asset Management first reported a position in Heartland Express in Q2 2024 and held it in 2 quarters.
  • Burgundy Asset Management's Heartland Express position peaked at $5.68M in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Heartland Express as of Q4 2024.

Based on Burgundy Asset Management's 13F filing for Q4 2024, filed 18 Feb 2025.