Tortoise Investment Management’s Heartland Express HTLD Stock Holding History

Tortoise Investment 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
2020 Q1	–	Sell	-486	Closed	-$10K	–	576
2019 Q4	$10K	Hold	486	–	–	﹤0.01%	408
2019 Q3	$10K	Hold	486	–	–	﹤0.01%	400
2019 Q2	$9K	Hold	486	–	–	﹤0.01%	440
2019 Q1	$9K	Hold	486	–	–	﹤0.01%	426
2018 Q4	$9K	Hold	486	–	–	﹤0.01%	399
2018 Q3	$10K	Hold	486	–	–	﹤0.01%	403
2018 Q2	$9K	Hold	486	–	–	﹤0.01%	418
2018 Q1	$9K	Hold	486	–	–	﹤0.01%	398
2017 Q4	$11K	Hold	486	–	–	﹤0.01%	380
2017 Q3	$12K	Hold	486	–	–	﹤0.01%	345
2017 Q2	$10K	Hold	486	–	–	﹤0.01%	352
2017 Q1	$10K	Hold	486	–	–	﹤0.01%	332
2016 Q4	$10K	Hold	486	–	–	﹤0.01%	330
2016 Q3	$9K	Buy	+486	New	+$9.11K	﹤0.01%	325

Other funds holding HTLD

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tortoise Investment Management's HTLD Position: Q1 2020 in Review

Tortoise Investment Management sold out of Heartland Express (HTLD) in Q1 2020, closing a stake of 486 shares — an estimated $10K sold.

Tortoise Investment Management first reported a position in HTLD in Q3 2016 and held it in 14 quarters. The position peaked at $12K in Q3 2017. 157 funds tracked by Wall St. Rank hold HTLD as of Q1 2020.

Tortoise Investment Management reported no remaining Heartland Express position as of Q1 2020 after selling out during the quarter.
Tortoise Investment Management sold 486 Heartland Express shares in Q1 2020, an estimated $10K.
Tortoise Investment Management first reported a position in Heartland Express in Q3 2016 and held it in 14 quarters.
Tortoise Investment Management's Heartland Express position peaked at $12K in Q3 2017.
157 funds tracked by Wall St. Rank held Heartland Express as of Q1 2020.

Based on Tortoise Investment Management's 13F filing for Q1 2020, filed 5 May 2020.