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Ellevest Inc’s Heartland Express HTLD Stock Holding History

Ellevest Inc’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
Q3 		– Sell
-159
Closed -$3K – 1211
2020
Q2 		$3K Buy
159
+138
+657% +$2.77K ﹤0.01% 825
2020
Q1 		$0 Hold
21
– – ﹤0.01% 1178
2019
Q4 		$0 Buy
+21
New +$450 ﹤0.01% 1006

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ACH
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State Street
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GKIM
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Renaissance Technologies
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ellevest Inc's HTLD Position: Q3 2020 in Review

Ellevest Inc sold out of Heartland Express (HTLD) in Q3 2020, closing a stake of 159 shares — an estimated $3K sold.

Ellevest Inc first reported a position in HTLD in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 175 funds tracked by Wall St. Rank hold HTLD as of Q3 2020.

  • Ellevest Inc reported no remaining Heartland Express position as of Q3 2020 after selling out during the quarter.
  • Ellevest Inc sold 159 Heartland Express shares in Q3 2020, an estimated $3K.
  • Ellevest Inc first reported a position in Heartland Express in Q4 2019 and held it in 3 quarters.
  • Ellevest Inc's Heartland Express position peaked at $3K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held Heartland Express as of Q3 2020.

Based on Ellevest Inc's 13F filing for Q3 2020, filed 26 Oct 2020.