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Jackson Creek Investment Advisors’s Heartland Express HTLD Stock Holding History

Jackson Creek Investment 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
Q1 		– Sell
-59,121
Closed -$907K – 333
2022
Q4 		$907K Sell
59,121
-1,066
-2% -$16.4K 0.4% 90
2022
Q3 		$861K Buy
+60,187
New +$904K 0.4% 96

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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
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Jackson Creek Investment Advisors's HTLD Position: Q1 2023 in Review

Jackson Creek Investment Advisors sold out of Heartland Express (HTLD) in Q1 2023, closing a stake of 59,121 shares — an estimated $907K sold.

Jackson Creek Investment Advisors first reported a position in HTLD in Q3 2022 and held it in 2 quarters. The position peaked at $907K in Q4 2022. 174 funds tracked by Wall St. Rank hold HTLD as of Q1 2023.

  • Jackson Creek Investment Advisors reported no remaining Heartland Express position as of Q1 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 59,121 Heartland Express shares in Q1 2023, an estimated $907K.
  • Jackson Creek Investment Advisors first reported a position in Heartland Express in Q3 2022 and held it in 2 quarters.
  • Jackson Creek Investment Advisors's Heartland Express position peaked at $907K in Q4 2022.
  • 174 funds tracked by Wall St. Rank held Heartland Express as of Q1 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2023, filed 2 May 2023.