UFF
HTLD icon

USA Financial Formulas’s Heartland Express HTLD Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-82
Closed -$2K – 403
2021
Q1 		$2K Buy
82
+23
+39% +$437 ﹤0.01% 266
2020
Q4 		$1K Hold
59
– – ﹤0.01% 284
2020
Q3 		$1K Hold
59
– – ﹤0.01% 267
2020
Q2 		$1K Buy
+59
New +$1.19K ﹤0.01% 173

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

USA Financial Formulas's HTLD Position: Q2 2021 in Review

USA Financial Formulas sold out of Heartland Express (HTLD) in Q2 2021, closing a stake of 82 shares — an estimated $2K sold.

USA Financial Formulas first reported a position in HTLD in Q2 2020 and held it in 4 quarters. The position peaked at $2K in Q1 2021. 164 funds tracked by Wall St. Rank hold HTLD as of Q2 2021.

  • USA Financial Formulas reported no remaining Heartland Express position as of Q2 2021 after selling out during the quarter.
  • USA Financial Formulas sold 82 Heartland Express shares in Q2 2021, an estimated $2K.
  • USA Financial Formulas first reported a position in Heartland Express in Q2 2020 and held it in 4 quarters.
  • USA Financial Formulas's Heartland Express position peaked at $2K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Heartland Express as of Q2 2021.

Based on USA Financial Formulas's 13F filing for Q2 2021, filed 29 Jul 2021.