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Mendota Financial Group’s Heartland Express HTLD Stock Holding History

Mendota Financial Group’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
Q4 		– Sell
-4
Closed -$50 – 746
2024
Q3 		$50 Buy
+4
New +$49 ﹤0.01% 1136

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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
State Street
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
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mendota Financial Group's HTLD Position: Q4 2024 in Review

Mendota Financial Group sold out of Heartland Express (HTLD) in Q4 2024, closing a stake of 4 shares — an estimated $50 sold.

Mendota Financial Group first reported a position in HTLD in Q3 2024 and held it in 1 quarter. The position peaked at $50 in Q3 2024. 176 funds tracked by Wall St. Rank hold HTLD as of Q4 2024.

  • Mendota Financial Group reported no remaining Heartland Express position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 4 Heartland Express shares in Q4 2024, an estimated $50.
  • Mendota Financial Group first reported a position in Heartland Express in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's Heartland Express position peaked at $50 in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Heartland Express as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.