OPS
HTLD icon

Orion Portfolio Solutions’s Heartland Express HTLD Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-51
Closed -$1K – 1145
2020
Q2 		$1K Buy
+51
New +$1.02K ﹤0.01% 1994

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Orion Portfolio Solutions's HTLD Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Heartland Express (HTLD) in Q3 2020, closing a stake of 51 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in HTLD in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 175 funds tracked by Wall St. Rank hold HTLD as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Heartland Express position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 51 Heartland Express shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Heartland Express in Q2 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Heartland Express position peaked at $1K in Q2 2020.
  • 175 funds tracked by Wall St. Rank held Heartland Express as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.