Stifel Financial
HTLD icon

Stifel Financial’s Heartland Express HTLD Stock Holding History

Stifel Financial’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
2021
Q3 		– Sell
-12,467
Closed -$214K – 3364
2021
Q2 		$214K Buy
12,467
+1,234
+11% +$22.8K ﹤0.01% 3108
2021
Q1 		$220K Buy
+11,233
New +$213K ﹤0.01% 2970
2020
Q2 		– Sell
-10,966
Closed -$207K – 2893
2020
Q1 		$207K Buy
+10,966
New +$208K ﹤0.01% 2419

Other funds holding HTLD

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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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Stifel Financial's HTLD Position: Q3 2021 in Review

Stifel Financial sold out of Heartland Express (HTLD) in Q3 2021, closing a stake of 12,467 shares — an estimated $214K sold.

Stifel Financial first reported a position in HTLD in Q1 2020 and held it in 3 quarters. The position peaked at $220K in Q1 2021. 160 funds tracked by Wall St. Rank hold HTLD as of Q3 2021.

  • Stifel Financial reported no remaining Heartland Express position as of Q3 2021 after selling out during the quarter.
  • Stifel Financial sold 12,467 Heartland Express shares in Q3 2021, an estimated $214K.
  • Stifel Financial first reported a position in Heartland Express in Q1 2020 and held it in 3 quarters.
  • Stifel Financial's Heartland Express position peaked at $220K in Q1 2021.
  • 160 funds tracked by Wall St. Rank held Heartland Express as of Q3 2021.

Based on Stifel Financial's 13F filing for Q3 2021, filed 15 Nov 2021.