Chicago Capital Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Chicago Capital 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
2025 Q1	–	Sell	-224,902	Closed	-$13.8M	–	54
2024 Q4	$13.8M	Buy	224,902 +13,431	+6%	+$841K	8.51%	1
2024 Q3	$12M	Buy	211,471 +86,682	+69%	+$4.54M	8.01%	1
2024 Q2	$5.55M	Buy	+124,789	New	+$5.06M	4.29%	8

Other funds holding HTLF

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Chicago Capital Management's HTLF Position: Q1 2025 in Review

Chicago Capital Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 224,902 shares — an estimated $13.8M sold.

Chicago Capital Management first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $13.8M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Chicago Capital Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Chicago Capital Management sold 224,902 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $13.8M.
Chicago Capital Management first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
Chicago Capital Management's Heartland Financial USA, Inc. position peaked at $13.8M in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Chicago Capital Management's 13F filing for Q1 2025, filed 9 May 2025.