AIA
HTLF

Angeles Investment Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

Angeles Investment Advisors’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
2021
Q4 		– Sell
-4,615
Closed -$222K – 274
2021
Q3 		$222K Buy
+4,615
New +$214K 0.01% 208

Other funds holding HTLF

BlackRock
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Angeles Investment Advisors's HTLF Position: Q4 2021 in Review

Angeles Investment Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q4 2021, closing a stake of 4,615 shares — an estimated $222K sold.

Angeles Investment Advisors first reported a position in HTLF in Q3 2021 and held it in 1 quarter. The position peaked at $222K in Q3 2021. 186 funds tracked by Wall St. Rank hold HTLF as of Q4 2021.

  • Angeles Investment Advisors reported no remaining Heartland Financial USA, Inc. position as of Q4 2021 after selling out during the quarter.
  • Angeles Investment Advisors sold 4,615 Heartland Financial USA, Inc. shares in Q4 2021, an estimated $222K.
  • Angeles Investment Advisors first reported a position in Heartland Financial USA, Inc. in Q3 2021 and held it in 1 quarter.
  • Angeles Investment Advisors's Heartland Financial USA, Inc. position peaked at $222K in Q3 2021.
  • 186 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2021.

Based on Angeles Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.