New York Life Investment Management’s Heartland Express HTLD Stock Holding History

New York Life Investment 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
2024 Q2	–	Sell	-31,034	Closed	-$371K	–	1075
2024 Q1	$371K	Buy	31,034 +9,174	+42%	+$117K	﹤0.01%	973
2023 Q4	$312K	Sell	21,860 -505	-2%	-$6.91K	﹤0.01%	1191
2023 Q3	$329K	Sell	22,365 -3,523	-14%	-$54.7K	﹤0.01%	1067
2023 Q2	$425K	Sell	25,888 -4,395	-15%	-$68.5K	﹤0.01%	902
2023 Q1	$482K	Buy	+30,283	New	+$492K	0.01%	858

Other funds holding HTLD

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

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

New York Life Investment Management's HTLD Position: Q2 2024 in Review

New York Life Investment Management sold out of Heartland Express (HTLD) in Q2 2024, closing a stake of 31,034 shares — an estimated $371K sold.

New York Life Investment Management first reported a position in HTLD in Q1 2023 and held it in 5 quarters. The position peaked at $482K in Q1 2023. 154 funds tracked by Wall St. Rank hold HTLD as of Q2 2024.

New York Life Investment Management reported no remaining Heartland Express position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 31,034 Heartland Express shares in Q2 2024, an estimated $371K.
New York Life Investment Management first reported a position in Heartland Express in Q1 2023 and held it in 5 quarters.
New York Life Investment Management's Heartland Express position peaked at $482K in Q1 2023.
154 funds tracked by Wall St. Rank held Heartland Express as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.