DA
HTLD icon

Denali Advisors’s Heartland Express HTLD Stock Holding History

Denali 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
2023
Q2 		– Sell
-73,400
Closed -$1.17M – 493
2023
Q1 		$1.17M Hold
73,400
– – 0.49% 60
2022
Q4 		$1.13M Buy
73,400
+26,100
+55% +$403K 0.47% 63
2022
Q3 		$677K Buy
+47,300
New +$711K 0.32% 79
2021
Q2 		– Sell
-29,200
Closed -$572K – 315
2021
Q1 		$572K Hold
29,200
– – 0.18% 141
2020
Q4 		$529K Hold
29,200
– – 0.09% 201
2020
Q3 		$543K Hold
29,200
– – 0.11% 187
2020
Q2 		$608K Buy
+29,200
New +$586K 0.12% 189

Other funds holding HTLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Denali Advisors's HTLD Position: Q2 2023 in Review

Denali Advisors sold out of Heartland Express (HTLD) in Q2 2023, closing a stake of 73,400 shares — an estimated $1.17M sold.

Denali Advisors first reported a position in HTLD in Q2 2020 and held it in 7 quarters. The position peaked at $1.17M in Q1 2023. 163 funds tracked by Wall St. Rank hold HTLD as of Q2 2023.

  • Denali Advisors reported no remaining Heartland Express position as of Q2 2023 after selling out during the quarter.
  • Denali Advisors sold 73,400 Heartland Express shares in Q2 2023, an estimated $1.17M.
  • Denali Advisors first reported a position in Heartland Express in Q2 2020 and held it in 7 quarters.
  • Denali Advisors's Heartland Express position peaked at $1.17M in Q1 2023.
  • 163 funds tracked by Wall St. Rank held Heartland Express as of Q2 2023.

Based on Denali Advisors's 13F filing for Q2 2023, filed 18 Jul 2023.