Sugarloaf Wealth Management’s Heartland Express HTLD Stock Holding History

Sugarloaf Wealth 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
2024 Q2	–	Sell	-121	Closed	-$1.45K	–	674
2024 Q1	$1.45K	Hold	121	–	–	﹤0.01%	608
2023 Q4	$1.73K	Hold	121	–	–	﹤0.01%	610
2023 Q3	$1.78K	Hold	121	–	–	﹤0.01%	607
2023 Q2	$1.99K	Hold	121	–	–	﹤0.01%	612
2023 Q1	$1.93K	Hold	121	–	–	﹤0.01%	614
2022 Q4	$1.86K	Hold	121	–	–	﹤0.01%	679
2022 Q3	$2K	Hold	121	–	–	﹤0.01%	711
2022 Q2	$2K	Hold	121	–	–	﹤0.01%	699
2022 Q1	$2K	Hold	121	–	–	﹤0.01%	642
2021 Q4	$2K	Hold	121	–	–	﹤0.01%	669
2021 Q3	$2K	Hold	121	–	–	﹤0.01%	683
2021 Q2	$2K	Hold	121	–	–	﹤0.01%	676
2021 Q1	$2	Hold	121	–	–	﹤0.01%	674
2020 Q4	$2K	Hold	121	–	–	﹤0.01%	638
2020 Q3	$2K	Hold	121	–	–	﹤0.01%	614
2020 Q2	$3K	Hold	121	–	–	﹤0.01%	568
2020 Q1	$2K	Hold	121	–	–	﹤0.01%	596
2019 Q4	$3K	Buy	+121	New	+$2.59K	﹤0.01%	602

Other funds holding HTLD

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sugarloaf Wealth Management's HTLD Position: Q2 2024 in Review

Sugarloaf Wealth Management sold out of Heartland Express (HTLD) in Q2 2024, closing a stake of 121 shares — an estimated $1.45K sold.

Sugarloaf Wealth Management first reported a position in HTLD in Q4 2019 and held it in 18 quarters. The position peaked at $3K in Q2 2020. 154 funds tracked by Wall St. Rank hold HTLD as of Q2 2024.

Sugarloaf Wealth Management reported no remaining Heartland Express position as of Q2 2024 after selling out during the quarter.
Sugarloaf Wealth Management sold 121 Heartland Express shares in Q2 2024, an estimated $1.45K.
Sugarloaf Wealth Management first reported a position in Heartland Express in Q4 2019 and held it in 18 quarters.
Sugarloaf Wealth Management's Heartland Express position peaked at $3K in Q2 2020.
154 funds tracked by Wall St. Rank held Heartland Express as of Q2 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2024, filed 8 Jul 2024.