Schroder Investment Management Group
HTLD icon

Schroder Investment Management Group’s Heartland Express HTLD Stock Holding History

Schroder Investment Management Group’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
2014
Q1 		– Sell
-102,600
Closed -$2.01M – 1460
2013
Q4 		$2.01M Sell
102,600
-15,500
-13% -$254K ﹤0.01% 932
2013
Q3 		$1.68M Buy
118,100
+110,800
+1,518% +$1.59M ﹤0.01% 946
2013
Q2 		$101K Buy
+7,300
New +$101K ﹤0.01% 1286

Other funds holding HTLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Schroder Investment Management Group's HTLD Position: Q1 2014 in Review

Schroder Investment Management Group sold out of Heartland Express (HTLD) in Q1 2014, closing a stake of 102,600 shares — an estimated $2.01M sold.

Schroder Investment Management Group first reported a position in HTLD in Q2 2013 and held it in 3 quarters. The position peaked at $2.01M in Q4 2013. 165 funds tracked by Wall St. Rank hold HTLD as of Q1 2014.

  • Schroder Investment Management Group reported no remaining Heartland Express position as of Q1 2014 after selling out during the quarter.
  • Schroder Investment Management Group sold 102,600 Heartland Express shares in Q1 2014, an estimated $2.01M.
  • Schroder Investment Management Group first reported a position in Heartland Express in Q2 2013 and held it in 3 quarters.
  • Schroder Investment Management Group's Heartland Express position peaked at $2.01M in Q4 2013.
  • 165 funds tracked by Wall St. Rank held Heartland Express as of Q1 2014.

Based on Schroder Investment Management Group's 13F filing for Q1 2014, filed 15 May 2014.