Hillsdale Investment Management’s Heartland Express HTLD Stock Holding History

Hillsdale Investment 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
2021 Q1	–	Sell	-44,500	Closed	-$805K	–	604
2020 Q4	$805K	Sell	44,500 -145,000	-77%	-$2.74M	0.08%	255
2020 Q3	$3.52M	Buy	+189,500	New	+$3.86M	0.35%	82
2019 Q4	–	Sell	-39,500	Closed	-$850K	–	615
2019 Q3	$850K	Buy	+39,500	New	+$792K	0.07%	226
2019 Q2	–	Sell	-26,400	Closed	-$509K	–	634
2019 Q1	$509K	Hold	26,400	–	–	0.05%	309
2018 Q4	$483K	Buy	+26,400	New	+$503K	0.06%	219

Other funds holding HTLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GKIM

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Hillsdale Investment Management's HTLD Position: Q1 2021 in Review

Hillsdale Investment Management sold out of Heartland Express (HTLD) in Q1 2021, closing a stake of 44,500 shares — an estimated $805K sold.

Hillsdale Investment Management first reported a position in HTLD in Q4 2018 and held it in 5 quarters. The position peaked at $3.52M in Q3 2020. 169 funds tracked by Wall St. Rank hold HTLD as of Q1 2021.

Hillsdale Investment Management reported no remaining Heartland Express position as of Q1 2021 after selling out during the quarter.
Hillsdale Investment Management sold 44,500 Heartland Express shares in Q1 2021, an estimated $805K.
Hillsdale Investment Management first reported a position in Heartland Express in Q4 2018 and held it in 5 quarters.
Hillsdale Investment Management's Heartland Express position peaked at $3.52M in Q3 2020.
169 funds tracked by Wall St. Rank held Heartland Express as of Q1 2021.

Based on Hillsdale Investment Management's 13F filing for Q1 2021, filed 22 Apr 2021.