Jones Financial Companies
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Jones Financial Companies’s Heartland Express HTLD Stock Holding History

Jones Financial Companies’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
2025
Q1 		– Sell
-254
Closed -$2.85K – 3783
2024
Q4 		$2.85K Hold
254
– – ﹤0.01% 2921
2024
Q3 		$3.07K Buy
+254
New +$3.12K ﹤0.01% 2572

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American Century Companies
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Geode Capital Management
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Charles Schwab
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Jones Financial Companies's HTLD Position: Q1 2025 in Review

Jones Financial Companies sold out of Heartland Express (HTLD) in Q1 2025, closing a stake of 254 shares — an estimated $2.85K sold.

Jones Financial Companies first reported a position in HTLD in Q3 2024 and held it in 2 quarters. The position peaked at $3.07K in Q3 2024. 188 funds tracked by Wall St. Rank hold HTLD as of Q1 2025.

  • Jones Financial Companies reported no remaining Heartland Express position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 254 Heartland Express shares in Q1 2025, an estimated $2.85K.
  • Jones Financial Companies first reported a position in Heartland Express in Q3 2024 and held it in 2 quarters.
  • Jones Financial Companies's Heartland Express position peaked at $3.07K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Heartland Express as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.