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Jefferies Group’s Heartland Express HTLD Stock Holding History

Jefferies Group’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
2019
Q4 		– Sell
-19,315
Closed -$415K – 2734
2019
Q3 		$415K Buy
+19,315
New +$387K ﹤0.01% 1983
2018
Q3 		– Sell
-28,303
Closed -$525K – 2551
2018
Q2 		$525K Buy
28,303
+10,137
+56% +$187K ﹤0.01% 1563
2018
Q1 		$327K Buy
18,166
+473
+3% +$9.98K ﹤0.01% 1750
2017
Q4 		$413K Buy
+17,693
New +$399K ﹤0.01% 1829

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
State Street
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jefferies Group's HTLD Position: Q4 2019 in Review

Jefferies Group sold out of Heartland Express (HTLD) in Q4 2019, closing a stake of 19,315 shares — an estimated $415K sold.

Jefferies Group first reported a position in HTLD in Q4 2017 and held it in 4 quarters. The position peaked at $525K in Q2 2018. 157 funds tracked by Wall St. Rank hold HTLD as of Q4 2019.

  • Jefferies Group reported no remaining Heartland Express position as of Q4 2019 after selling out during the quarter.
  • Jefferies Group sold 19,315 Heartland Express shares in Q4 2019, an estimated $415K.
  • Jefferies Group first reported a position in Heartland Express in Q4 2017 and held it in 4 quarters.
  • Jefferies Group's Heartland Express position peaked at $525K in Q2 2018.
  • 157 funds tracked by Wall St. Rank held Heartland Express as of Q4 2019.

Based on Jefferies Group's 13F filing for Q4 2019, filed 13 Feb 2020.