Crewe Advisors’s Heartland Express HTLD Stock Holding History

Crewe 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
2022 Q4	–	Sell	-54	Closed	-$1K	–	1135
2022 Q3	$1K	Hold	54	–	–	﹤0.01%	1152
2022 Q2	$1K	Buy	+54	New	+$746	﹤0.01%	1072

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Crewe Advisors's HTLD Position: Q4 2022 in Review

Crewe Advisors sold out of Heartland Express (HTLD) in Q4 2022, closing a stake of 54 shares — an estimated $1K sold.

Crewe Advisors first reported a position in HTLD in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 173 funds tracked by Wall St. Rank hold HTLD as of Q4 2022.

Crewe Advisors reported no remaining Heartland Express position as of Q4 2022 after selling out during the quarter.
Crewe Advisors sold 54 Heartland Express shares in Q4 2022, an estimated $1K.
Crewe Advisors first reported a position in Heartland Express in Q2 2022 and held it in 2 quarters.
Crewe Advisors's Heartland Express position peaked at $1K in Q3 2022.
173 funds tracked by Wall St. Rank held Heartland Express as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.