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Aigen Investment Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Aigen Investment Management’s Portfolio HTLF Stock Details HTLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,878
Closed -$350K – 1074
2024
Q2 		$350K Buy
+7,878
New +$319K 0.07% 430
2020
Q2 		– Sell
-1,031
Closed -$31K – 1362
2020
Q1 		$31K Buy
1,031
+645
+167% +$28.3K ﹤0.01% 1044
2019
Q4 		$19K Buy
+386
New +$18.1K ﹤0.01% 919

Other funds holding HTLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aigen Investment Management's HTLF Position: Q3 2024 in Review

Aigen Investment Management sold out of Heartland Financial USA, Inc. (HTLF) in Q3 2024, closing a stake of 7,878 shares — an estimated $350K sold.

Aigen Investment Management first reported a position in HTLF in Q4 2019 and held it in 3 quarters. The position peaked at $350K in Q2 2024. 219 funds tracked by Wall St. Rank hold HTLF as of Q3 2024.

  • Aigen Investment Management reported no remaining Heartland Financial USA, Inc. position as of Q3 2024 after selling out during the quarter.
  • Aigen Investment Management sold 7,878 Heartland Financial USA, Inc. shares in Q3 2024, an estimated $350K.
  • Aigen Investment Management first reported a position in Heartland Financial USA, Inc. in Q4 2019 and held it in 3 quarters.
  • Aigen Investment Management's Heartland Financial USA, Inc. position peaked at $350K in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.