Evergreen Capital Management
HTLF icon

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

Evergreen 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
-4,560
Closed -$280K – 1198
2024
Q4 		$280K Hold
4,560
– – 0.01% 775
2024
Q3 		$259K Buy
+4,560
New +$239K 0.01% 787

Other funds holding HTLF

Principal Securities
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Evergreen Capital Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 4,560 shares — an estimated $280K sold.

Evergreen Capital Management first reported a position in HTLF in Q3 2024 and held it in 2 quarters. The position peaked at $280K in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Evergreen Capital Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 4,560 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $280K.
  • Evergreen Capital Management first reported a position in Heartland Financial USA, Inc. in Q3 2024 and held it in 2 quarters.
  • Evergreen Capital Management's Heartland Financial USA, Inc. position peaked at $280K in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Evergreen Capital Management's 13F filing for Q1 2025, filed 15 May 2025.