Gardner Lewis Asset Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

Gardner Lewis Asset 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	-297,825	Closed	-$18.3M	–	95
2024 Q4	$18.3M	Sell	297,825 -5,000	-2%	-$313K	4.43%	2
2024 Q3	$17.2M	Buy	+302,825	New	+$15.8M	4.82%	2

Other funds holding HTLF

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

Gardner Lewis Asset Management's HTLF Position: Q1 2025 in Review

Gardner Lewis Asset Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 297,825 shares — an estimated $18.3M sold.

Gardner Lewis Asset Management first reported a position in HTLF in Q3 2024 and held it in 2 quarters. The position peaked at $18.3M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

Gardner Lewis Asset Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
Gardner Lewis Asset Management sold 297,825 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $18.3M.
Gardner Lewis Asset Management first reported a position in Heartland Financial USA, Inc. in Q3 2024 and held it in 2 quarters.
Gardner Lewis Asset Management's Heartland Financial USA, Inc. position peaked at $18.3M in Q4 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Gardner Lewis Asset Management's 13F filing for Q1 2025, filed 12 May 2025.