LMR Partners’s Heartland Financial USA, Inc. HTLF Stock Holding History

LMR Partners’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	-80,723	Closed	-$4.95M	–	1725
2024 Q4	$4.95M	Sell	80,723 -8,133	-9%	-$509K	0.04%	394
2024 Q3	$5.04M	Buy	88,856 +45,601	+105%	+$2.39M	0.04%	365
2024 Q2	$1.92M	Buy	+43,255	New	+$1.75M	0.02%	554

Other funds holding HTLF

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

LMR Partners's HTLF Position: Q1 2025 in Review

LMR Partners sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 80,723 shares — an estimated $4.95M sold.

LMR Partners first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $5.04M in Q3 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

LMR Partners reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
LMR Partners sold 80,723 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $4.95M.
LMR Partners first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
LMR Partners's Heartland Financial USA, Inc. position peaked at $5.04M in Q3 2024.
1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on LMR Partners's 13F filing for Q1 2025, filed 15 May 2025.