Perkins Investment Management’s Heartland Express HTLD Stock Holding History

Perkins 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
2017 Q1	$45.8M	Buy	2,286,441 +289,683	+15%	+$5.88M	0.57%	72
2016 Q4	$40.7M	Buy	1,996,758 +1,372,277	+220%	+$27.6M	0.52%	77
2016 Q3	$11.8M	Buy	+624,481	New	+$11.7M	0.16%	145
2015 Q1	–	Sell	-279,439	Closed	-$7.55M	–	277
2014 Q4	$7.55M	Sell	279,439 -238,314	-46%	-$6.03M	0.07%	202
2014 Q3	$12.4M	Buy	517,753 +47,957	+10%	+$1.11M	0.11%	166
2014 Q2	$10M	Buy	469,796 +49,488	+12%	+$1.07M	0.08%	175
2014 Q1	$9.54M	Buy	+420,308	New	+$8.79M	0.07%	184

Other funds holding HTLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.69% 1-Year Est. Return

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

ICOM

Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Perkins Investment Management's HTLD Position: Q1 2017 in Review

Perkins Investment Management increased its Heartland Express (HTLD) stake by 15% in Q1 2017, buying an estimated $5.88M and bringing the position to 2,286,441 shares worth $45.8M. The position accounts for 0.57% of the portfolio, ranked #72.

Perkins Investment Management first reported a position in HTLD in Q1 2014 and has held it in 7 quarters since. 157 funds tracked by Wall St. Rank hold HTLD as of Q1 2017.

Perkins Investment Management held 2,286,441 shares of Heartland Express worth $45.8M as of Q1 2017.
Perkins Investment Management bought 289,683 Heartland Express shares in Q1 2017, an estimated $5.88M.
Heartland Express made up 0.57% of Perkins Investment Management's portfolio in Q1 2017, its #72 holding.
Perkins Investment Management first reported a position in Heartland Express in Q1 2014 and has held it in 7 quarters since.
157 funds tracked by Wall St. Rank held Heartland Express as of Q1 2017.

Based on Perkins Investment Management's 13F filing for Q1 2017, filed 15 May 2017.