TFO
HTLD icon

Tarbox Family Office’s Heartland Express HTLD Stock Holding History

Tarbox Family Office’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
2020
Q4 		– Sell
-61
Closed -$1K – 1165
2020
Q3 		$1K Hold
61
– – ﹤0.01% 980
2020
Q2 		$1K Hold
61
– – ﹤0.01% 974
2020
Q1 		$1K Buy
+61
New +$1.16K ﹤0.01% 879
2019
Q4 		– Sell
-53
Closed -$1K – 1143
2019
Q3 		$1K Buy
+53
New +$1.06K ﹤0.01% 930

Other funds holding HTLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Tarbox Family Office's HTLD Position: Q4 2020 in Review

Tarbox Family Office sold out of Heartland Express (HTLD) in Q4 2020, closing a stake of 61 shares — an estimated $1K sold.

Tarbox Family Office first reported a position in HTLD in Q3 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2020. 174 funds tracked by Wall St. Rank hold HTLD as of Q4 2020.

  • Tarbox Family Office reported no remaining Heartland Express position as of Q4 2020 after selling out during the quarter.
  • Tarbox Family Office sold 61 Heartland Express shares in Q4 2020, an estimated $1K.
  • Tarbox Family Office first reported a position in Heartland Express in Q3 2019 and held it in 4 quarters.
  • Tarbox Family Office's Heartland Express position peaked at $1K in Q3 2020.
  • 174 funds tracked by Wall St. Rank held Heartland Express as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.