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Kula Investments’s Heartland Express HTLD Stock Holding History

Kula Investments’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 		$301K Buy
+18,936
New +$308K 0.07% 459

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
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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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

Kula Investments's HTLD Position: Q1 2023 in Review

Kula Investments opened a new position in Heartland Express (HTLD) in Q1 2023: 18,936 shares worth $301K. The stake represents 0.07% of the portfolio and ranks #459 among its holdings.

174 funds tracked by Wall St. Rank hold HTLD as of Q1 2023.

  • Kula Investments held 18,936 shares of Heartland Express worth $301K as of Q1 2023.
  • Heartland Express was a new Kula Investments position in Q1 2023.
  • Heartland Express made up 0.07% of Kula Investments's portfolio in Q1 2023, its #459 holding.
  • 174 funds tracked by Wall St. Rank held Heartland Express as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.