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Global Retirement Partners’s Heartland Express HTLD Stock Holding History

Global Retirement Partners’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
Q4 		– Sell
-344
Closed -$4.97K – 3411
2023
Q3 		$4.97K Buy
344
+13
+4% +$202 ﹤0.01% 2196
2023
Q2 		$5.43K Hold
331
– – ﹤0.01% 2168
2023
Q1 		$4.95K Hold
331
– – ﹤0.01% 2168
2022
Q4 		$5.08K Hold
331
– – ﹤0.01% 2018
2022
Q3 		$5K Buy
+331
New +$4.97K ﹤0.01% 1929

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Vanguard Group
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Dimensional Fund Advisors
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ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Global Retirement Partners's HTLD Position: Q4 2023 in Review

Global Retirement Partners sold out of Heartland Express (HTLD) in Q4 2023, closing a stake of 344 shares — an estimated $4.97K sold.

Global Retirement Partners first reported a position in HTLD in Q3 2022 and held it in 5 quarters. The position peaked at $5.43K in Q2 2023. 158 funds tracked by Wall St. Rank hold HTLD as of Q4 2023.

  • Global Retirement Partners reported no remaining Heartland Express position as of Q4 2023 after selling out during the quarter.
  • Global Retirement Partners sold 344 Heartland Express shares in Q4 2023, an estimated $4.97K.
  • Global Retirement Partners first reported a position in Heartland Express in Q3 2022 and held it in 5 quarters.
  • Global Retirement Partners's Heartland Express position peaked at $5.43K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q4 2023.

Based on Global Retirement Partners's 13F filing for Q4 2023, filed 18 Jan 2024.