Lesa Sroufe & Co’s Heartland Express HTLD Stock Holding History

Lesa Sroufe & Co’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
2026 Q1	$2.39M	Buy	229,848 +10,033	+5%	+$106K	1.63%	27
2025 Q4	$1.99M	Sell	219,815 -8,121	-4%	-$67.6K	1.48%	26
2025 Q3	$1.91M	Sell	227,936 -959	-0.4%	-$8.12K	1.54%	27
2025 Q2	$1.98M	Buy	228,895 +120,570	+111%	+$1.03M	1.82%	25
2025 Q1	$999K	Buy	+108,325	New	+$1.15M	1%	31
2024 Q3	$1.38M	Buy	112,255 +303	+0.3%	+$3.72K	1.29%	28
2024 Q2	$1.38M	Sell	111,952 -1,742	-2%	-$19.5K	1.34%	30
2024 Q1	$1.36M	Buy	113,694 +3,467	+3%	+$44.1K	1.27%	32
2023 Q4	$1.57M	Sell	110,227 -3,577	-3%	-$48.9K	1.6%	28
2023 Q3	$1.67M	Sell	113,804 -968	-0.8%	-$15K	1.79%	27
2023 Q2	$1.88M	Sell	114,772 -730	-0.6%	-$11.4K	2.01%	25
2023 Q1	$1.84M	Buy	115,502 +1,076	+0.9%	+$17.5K	1.86%	26
2022 Q4	$1.75M	Buy	114,426 +187	+0.2%	+$2.89K	1.95%	27
2022 Q3	$1.64M	Buy	+114,239	New	+$1.72M	1.97%	22
2022 Q1	$1.69M	Buy	112,775 +1,635	+1%	+$24.4K	1.69%	28
2021 Q4	$1.87M	Buy	111,140 +1,640	+1%	+$27.5K	1.88%	21
2021 Q3	$1.75M	Buy	109,500 +55,515	+103%	+$926K	1.87%	21
2021 Q2	$925K	Buy	+53,985	New	+$997K	0.92%	36

Other funds holding HTLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

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

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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