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Evergreen Capital Management’s Heartland Express HTLD Stock Holding History

Evergreen Capital 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
-10,829
Closed -$178K – 820
2023
Q2 		$178K Sell
10,829
-315
-3% -$4.91K 0.01% 743
2023
Q1 		$178K Sell
11,144
-392
-3% -$6.37K 0.01% 666
2022
Q4 		$177K Buy
11,536
+1,342
+13% +$20.7K 0.01% 631
2022
Q3 		$146K Buy
+10,194
New +$153K 0.01% 584

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
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

Evergreen Capital Management's HTLD Position: Q3 2023 in Review

Evergreen Capital Management sold out of Heartland Express (HTLD) in Q3 2023, closing a stake of 10,829 shares — an estimated $178K sold.

Evergreen Capital Management first reported a position in HTLD in Q3 2022 and held it in 4 quarters. The position peaked at $178K in Q2 2023. 158 funds tracked by Wall St. Rank hold HTLD as of Q3 2023.

  • Evergreen Capital Management reported no remaining Heartland Express position as of Q3 2023 after selling out during the quarter.
  • Evergreen Capital Management sold 10,829 Heartland Express shares in Q3 2023, an estimated $178K.
  • Evergreen Capital Management first reported a position in Heartland Express in Q3 2022 and held it in 4 quarters.
  • Evergreen Capital Management's Heartland Express position peaked at $178K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q3 2023.

Based on Evergreen Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.