Mackenzie Financial
HTLD icon

Mackenzie Financial’s Heartland Express HTLD Stock Holding History

Mackenzie Financial’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
2024
Q2 		– Sell
-12,001
Closed -$143K – 1575
2024
Q1 		$143K Buy
+12,001
New +$153K ﹤0.01% 1393
2023
Q1 		– Sell
-12,585
Closed -$193K – 1561
2022
Q4 		$193K Buy
+12,585
New +$194K ﹤0.01% 1259

Other funds holding HTLD

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Vanguard Group
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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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mackenzie Financial's HTLD Position: Q2 2024 in Review

Mackenzie Financial sold out of Heartland Express (HTLD) in Q2 2024, closing a stake of 12,001 shares — an estimated $143K sold.

Mackenzie Financial first reported a position in HTLD in Q4 2022 and held it in 2 quarters. The position peaked at $193K in Q4 2022. 154 funds tracked by Wall St. Rank hold HTLD as of Q2 2024.

  • Mackenzie Financial reported no remaining Heartland Express position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 12,001 Heartland Express shares in Q2 2024, an estimated $143K.
  • Mackenzie Financial first reported a position in Heartland Express in Q4 2022 and held it in 2 quarters.
  • Mackenzie Financial's Heartland Express position peaked at $193K in Q4 2022.
  • 154 funds tracked by Wall St. Rank held Heartland Express as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.