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Sherbrooke Park Advisers’s Heartland Express HTLD Stock Holding History

Sherbrooke Park Advisers’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
2025
Q1 		– Sell
-15,594
Closed -$175K – 753
2024
Q4 		$175K Sell
15,594
-34,577
-69% -$407K 0.06% 613
2024
Q3 		$616K Buy
+50,171
New +$616K 0.14% 231
2024
Q2 		– Sell
-11,354
Closed -$136K – 1044
2024
Q1 		$136K Buy
+11,354
New +$144K 0.03% 778

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
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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Sherbrooke Park Advisers's HTLD Position: Q1 2025 in Review

Sherbrooke Park Advisers sold out of Heartland Express (HTLD) in Q1 2025, closing a stake of 15,594 shares — an estimated $175K sold.

Sherbrooke Park Advisers first reported a position in HTLD in Q1 2024 and held it in 3 quarters. The position peaked at $616K in Q3 2024. 188 funds tracked by Wall St. Rank hold HTLD as of Q1 2025.

  • Sherbrooke Park Advisers reported no remaining Heartland Express position as of Q1 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 15,594 Heartland Express shares in Q1 2025, an estimated $175K.
  • Sherbrooke Park Advisers first reported a position in Heartland Express in Q1 2024 and held it in 3 quarters.
  • Sherbrooke Park Advisers's Heartland Express position peaked at $616K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Heartland Express as of Q1 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q1 2025, filed 15 May 2025.