Capital Square’s Heartland Express HTLD Stock Holding History

Capital Square’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 Q2	–	Sell	-1,743	Closed	-$32K	–	200
2020 Q1	$32K	Buy	+1,743	New	+$33.1K	0.04%	252

Other funds holding HTLD

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Capital Square's HTLD Position: Q2 2020 in Review

Capital Square sold out of Heartland Express (HTLD) in Q2 2020, closing a stake of 1,743 shares — an estimated $32K sold.

Capital Square first reported a position in HTLD in Q1 2020 and held it in 1 quarter. The position peaked at $32K in Q1 2020. 165 funds tracked by Wall St. Rank hold HTLD as of Q2 2020.

Capital Square reported no remaining Heartland Express position as of Q2 2020 after selling out during the quarter.
Capital Square sold 1,743 Heartland Express shares in Q2 2020, an estimated $32K.
Capital Square first reported a position in Heartland Express in Q1 2020 and held it in 1 quarter.
Capital Square's Heartland Express position peaked at $32K in Q1 2020.
165 funds tracked by Wall St. Rank held Heartland Express as of Q2 2020.

Based on Capital Square's 13F filing for Q2 2020, filed 27 Jul 2020.