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Raleigh Capital Management’s Heartland Express HTLD Stock Holding History

Raleigh Capital 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
2023
Q4 		– Sell
-1
Closed -$18 – 1135
2023
Q3 		$18 Sell
1
-349
-100% -$5.42K ﹤0.01% 948
2023
Q2 		$5.74K Buy
350
+124
+55% +$1.93K ﹤0.01% 616
2023
Q1 		$3.6K Buy
226
+23
+11% +$374 ﹤0.01% 680
2022
Q4 		$3.12K Buy
203
+97
+92% +$1.5K ﹤0.01% 625
2022
Q3 		$2K Buy
+106
New +$1.59K ﹤0.01% 654

Other funds holding HTLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Raleigh Capital Management's HTLD Position: Q4 2023 in Review

Raleigh Capital Management sold out of Heartland Express (HTLD) in Q4 2023, closing a stake of 1 share — an estimated $18 sold.

Raleigh Capital Management first reported a position in HTLD in Q3 2022 and held it in 5 quarters. The position peaked at $5.74K in Q2 2023. 158 funds tracked by Wall St. Rank hold HTLD as of Q4 2023.

  • Raleigh Capital Management reported no remaining Heartland Express position as of Q4 2023 after selling out during the quarter.
  • Raleigh Capital Management sold 1 Heartland Express share in Q4 2023, an estimated $18.
  • Raleigh Capital Management first reported a position in Heartland Express in Q3 2022 and held it in 5 quarters.
  • Raleigh Capital Management's Heartland Express position peaked at $5.74K in Q2 2023.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q4 2023.

Based on Raleigh Capital Management's 13F filing for Q4 2023, filed 21 Feb 2024.