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Contravisory Investment Management’s Heartland Express HTLD Stock Holding History

Contravisory Investment 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
Q3 		– Sell
-15,174
Closed -$249K – 354
2023
Q2 		$249K Hold
15,174
– – 0.07% 184
2023
Q1 		$242K Buy
+15,174
New +$247K 0.07% 188
2015
Q2 		– Sell
-10,436
Closed -$248K – 180
2015
Q1 		$248K Hold
10,436
– – 0.05% 55
2014
Q4 		$282K Hold
10,436
– – 0.06% 53
2014
Q3 		$250K Buy
10,436
+445
+4% +$10.3K 0.05% 55
2014
Q2 		$213K Buy
+9,991
New +$216K 0.04% 77

Other funds holding HTLD

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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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Contravisory Investment Management's HTLD Position: Q3 2023 in Review

Contravisory Investment Management sold out of Heartland Express (HTLD) in Q3 2023, closing a stake of 15,174 shares — an estimated $249K sold.

Contravisory Investment Management first reported a position in HTLD in Q2 2014 and held it in 6 quarters. The position peaked at $282K in Q4 2014. 158 funds tracked by Wall St. Rank hold HTLD as of Q3 2023.

  • Contravisory Investment Management reported no remaining Heartland Express position as of Q3 2023 after selling out during the quarter.
  • Contravisory Investment Management sold 15,174 Heartland Express shares in Q3 2023, an estimated $249K.
  • Contravisory Investment Management first reported a position in Heartland Express in Q2 2014 and held it in 6 quarters.
  • Contravisory Investment Management's Heartland Express position peaked at $282K in Q4 2014.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q3 2023.

Based on Contravisory Investment Management's 13F filing for Q3 2023, filed 10 Oct 2023.