HIM
HTLF

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

Hillsdale 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
2023
Q2 		– Sell
-14,800
Closed -$568K – 669
2023
Q1 		$568K Buy
+14,800
New +$679K 0.05% 291

Other funds holding HTLF

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Vanguard Group
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Hillsdale Investment Management's HTLF Position: Q2 2023 in Review

Hillsdale Investment Management sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2023, closing a stake of 14,800 shares — an estimated $568K sold.

Hillsdale Investment Management first reported a position in HTLF in Q1 2023 and held it in 1 quarter. The position peaked at $568K in Q1 2023. 179 funds tracked by Wall St. Rank hold HTLF as of Q2 2023.

  • Hillsdale Investment Management reported no remaining Heartland Financial USA, Inc. position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 14,800 Heartland Financial USA, Inc. shares in Q2 2023, an estimated $568K.
  • Hillsdale Investment Management first reported a position in Heartland Financial USA, Inc. in Q1 2023 and held it in 1 quarter.
  • Hillsdale Investment Management's Heartland Financial USA, Inc. position peaked at $568K in Q1 2023.
  • 179 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.