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Versor Investments’s Heartland Express HTLD Stock Holding History

Versor Investments’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
Q1 		– Sell
-41,645
Closed -$594K – 777
2023
Q4 		$594K Hold
41,645
– – 0.12% 277
2023
Q3 		$612K Buy
+41,645
New +$647K 0.12% 234

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Versor Investments's HTLD Position: Q1 2024 in Review

Versor Investments sold out of Heartland Express (HTLD) in Q1 2024, closing a stake of 41,645 shares — an estimated $594K sold.

Versor Investments first reported a position in HTLD in Q3 2023 and held it in 2 quarters. The position peaked at $612K in Q3 2023. 168 funds tracked by Wall St. Rank hold HTLD as of Q1 2024.

  • Versor Investments reported no remaining Heartland Express position as of Q1 2024 after selling out during the quarter.
  • Versor Investments sold 41,645 Heartland Express shares in Q1 2024, an estimated $594K.
  • Versor Investments first reported a position in Heartland Express in Q3 2023 and held it in 2 quarters.
  • Versor Investments's Heartland Express position peaked at $612K in Q3 2023.
  • 168 funds tracked by Wall St. Rank held Heartland Express as of Q1 2024.

Based on Versor Investments's 13F filing for Q1 2024, filed 13 May 2024.