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

Contravisory 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
2025 Q1	–	Sell	-4,800	Closed	-$294K	–	466
2024 Q4	$294K	Buy	+4,800	New	+$300K	0.06%	189

Other funds holding HTLF

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

Contravisory Investment Management's HTLF Position: Q1 2025 in Review

Contravisory Investment Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,800 shares — an estimated $294K sold.

Contravisory Investment Management first reported a position in HTLF in Q4 2024 and held it in 1 quarter. The position peaked at $294K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Contravisory Investment Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Contravisory Investment Management sold 4,800 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $294K.
Contravisory Investment Management first reported a position in Heartland Financial USA, Inc. in Q4 2024 and held it in 1 quarter.
Contravisory Investment Management's Heartland Financial USA, Inc. position peaked at $294K in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.