Lazard Asset Management’s Heartland Express HTLD Stock Holding History

Lazard Asset 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
2023 Q2	–	Sell	-7,383	Closed	-$117K	–	2405
2023 Q1	$117K	Buy	7,383 +4,349	+143%	+$70.7K	﹤0.01%	1472
2022 Q4	$46K	Hold	3,034	–	–	﹤0.01%	1857
2022 Q3	$43K	Buy	+3,034	New	+$45.6K	﹤0.01%	1861
2020 Q4	–	Sell	-11,389	Closed	-$211K	–	1903
2020 Q3	$211K	Buy	11,389 +8,224	+260%	+$167K	﹤0.01%	956
2020 Q2	$65K	Buy	+3,165	New	+$63.6K	﹤0.01%	1150
2015 Q2	–	Sell	-1,160	Closed	-$27K	–	1148
2015 Q1	$27K	Sell	1,160 -72,828	-98%	-$1.85M	﹤0.01%	1016
2014 Q4	$2M	Buy	73,988 +62,888	+567%	+$1.59M	﹤0.01%	664
2014 Q3	$265K	Buy	+11,100	New	+$257K	﹤0.01%	807

Other funds holding HTLD

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

BlackRock New York $5.72T AUM 30.48% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Lazard Asset Management's HTLD Position: Q2 2023 in Review

Lazard Asset Management sold out of Heartland Express (HTLD) in Q2 2023, closing a stake of 7,383 shares — an estimated $117K sold.

Lazard Asset Management first reported a position in HTLD in Q3 2014 and held it in 8 quarters. The position peaked at $2M in Q4 2014. 163 funds tracked by Wall St. Rank hold HTLD as of Q2 2023.

Lazard Asset Management reported no remaining Heartland Express position as of Q2 2023 after selling out during the quarter.
Lazard Asset Management sold 7,383 Heartland Express shares in Q2 2023, an estimated $117K.
Lazard Asset Management first reported a position in Heartland Express in Q3 2014 and held it in 8 quarters.
Lazard Asset Management's Heartland Express position peaked at $2M in Q4 2014.
163 funds tracked by Wall St. Rank held Heartland Express as of Q2 2023.

Based on Lazard Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.