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

Macroview 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
-264
Closed -$10.1K – 570
2023
Q1 		$10.1K Buy
+264
New +$12.1K 0.02% 263

Other funds holding HTLF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $59.5B AUM 35.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Macroview Investment Management sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2023, closing a stake of 264 shares — an estimated $10.1K sold.

Macroview Investment Management first reported a position in HTLF in Q1 2023 and held it in 1 quarter. The position peaked at $10.1K in Q1 2023. 179 funds tracked by Wall St. Rank hold HTLF as of Q2 2023.

  • Macroview Investment Management reported no remaining Heartland Financial USA, Inc. position as of Q2 2023 after selling out during the quarter.
  • Macroview Investment Management sold 264 Heartland Financial USA, Inc. shares in Q2 2023, an estimated $10.1K.
  • Macroview Investment Management first reported a position in Heartland Financial USA, Inc. in Q1 2023 and held it in 1 quarter.
  • Macroview Investment Management's Heartland Financial USA, Inc. position peaked at $10.1K in Q1 2023.
  • 179 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2023.

Based on Macroview Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.