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Paloma Partners’s Heartland Express HTLD Stock Holding History

Paloma Partners’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
-16,434
Closed -$202K – 635
2024
Q3 		$202K Buy
+16,434
New +$202K 0.01% 976
2022
Q1 		– Sell
-10,032
Closed -$169K – 1976
2021
Q4 		$169K Buy
+10,032
New +$168K ﹤0.01% 1656
2021
Q2 		– Sell
-21,369
Closed -$418K – 1996
2021
Q1 		$418K Buy
+21,369
New +$406K 0.01% 1258
2020
Q4 		– Sell
-25,043
Closed -$466K – 1894
2020
Q3 		$466K Buy
25,043
+11,375
+83% +$232K 0.01% 1214
2020
Q2 		$285K Buy
+13,668
New +$275K ﹤0.01% 1497
2020
Q1 		– Sell
-15,805
Closed -$332K – 1603
2019
Q4 		$332K Buy
+15,805
New +$339K 0.01% 1679
2019
Q2 		– Sell
-21,885
Closed -$422K – 1941
2019
Q1 		$422K Buy
+21,885
New +$435K 0.01% 1153
2018
Q4 		– Sell
-13,471
Closed -$265K – 1489
2018
Q3 		$265K Buy
+13,471
New +$267K ﹤0.01% 1276
2016
Q2 		– Sell
-49,245
Closed -$913K – 2224
2016
Q1 		$913K Buy
+49,245
New +$885K 0.02% 923
2015
Q3 		– Sell
-21,109
Closed -$427K – 1746
2015
Q2 		$427K Buy
21,109
+9,906
+88% +$213K 0.01% 1172
2015
Q1 		$266K Buy
11,203
+393
+4% +$9.96K 0.01% 994
2014
Q4 		$292K Buy
+10,810
New +$273K 0.01% 861
2013
Q3 		– Sell
-15,309
Closed -$212K – 1046
2013
Q2 		$212K Buy
+15,309
New +$211K 0.01% 834

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Paloma Partners's HTLD Position: Q4 2024 in Review

Paloma Partners sold out of Heartland Express (HTLD) in Q4 2024, closing a stake of 16,434 shares — an estimated $202K sold.

Paloma Partners first reported a position in HTLD in Q2 2013 and held it in 13 quarters. The position peaked at $913K in Q1 2016. 176 funds tracked by Wall St. Rank hold HTLD as of Q4 2024.

  • Paloma Partners reported no remaining Heartland Express position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 16,434 Heartland Express shares in Q4 2024, an estimated $202K.
  • Paloma Partners first reported a position in Heartland Express in Q2 2013 and held it in 13 quarters.
  • Paloma Partners's Heartland Express position peaked at $913K in Q1 2016.
  • 176 funds tracked by Wall St. Rank held Heartland Express as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.