ZIM
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Zacks Investment Management’s Heartland Express HTLD Stock Holding History

Zacks 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
2023
Q3 		– Sell
-65,050
Closed -$1.07M – 656
2023
Q2 		$1.07M Sell
65,050
-3,532
-5% -$55K 0.01% 362
2023
Q1 		$1.09M Buy
68,582
+2,063
+3% +$33.5K 0.01% 345
2022
Q4 		$1.02M Sell
66,519
-2,534
-4% -$39.1K 0.01% 358
2022
Q3 		$988K Buy
+69,053
New +$1.04M 0.02% 343
2019
Q2 		– Sell
-264,642
Closed -$5.1M – 572
2019
Q1 		$5.1M Buy
264,642
+12,968
+5% +$258K 0.11% 152
2018
Q4 		$4.61M Sell
251,674
-17,611
-7% -$336K 0.11% 143
2018
Q3 		$5.31M Buy
269,285
+167,855
+165% +$3.33M 0.11% 150
2018
Q2 		$1.88M Sell
101,430
-100
-0.1% -$1.85K 0.04% 288
2018
Q1 		$1.83M Buy
101,530
+1,709
+2% +$36K 0.04% 283
2017
Q4 		$2.33M Buy
+99,821
New +$2.25M 0.05% 239
2013
Q4 		– Sell
-19,025
Closed -$270K – 700
2013
Q3 		$270K Sell
19,025
-698
-4% -$10K 0.01% 542
2013
Q2 		$274K Buy
+19,723
New +$272K 0.01% 498

Other funds holding HTLD

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zacks Investment Management's HTLD Position: Q3 2023 in Review

Zacks Investment Management sold out of Heartland Express (HTLD) in Q3 2023, closing a stake of 65,050 shares — an estimated $1.07M sold.

Zacks Investment Management first reported a position in HTLD in Q2 2013 and held it in 12 quarters. The position peaked at $5.31M in Q3 2018. 158 funds tracked by Wall St. Rank hold HTLD as of Q3 2023.

  • Zacks Investment Management reported no remaining Heartland Express position as of Q3 2023 after selling out during the quarter.
  • Zacks Investment Management sold 65,050 Heartland Express shares in Q3 2023, an estimated $1.07M.
  • Zacks Investment Management first reported a position in Heartland Express in Q2 2013 and held it in 12 quarters.
  • Zacks Investment Management's Heartland Express position peaked at $5.31M in Q3 2018.
  • 158 funds tracked by Wall St. Rank held Heartland Express as of Q3 2023.

Based on Zacks Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.