NYLIM
HTLF

New York Life Investment Management’s Heartland Financial USA, Inc. HTLF Stock Holding History

New York Life 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
2025
Q1 		– Sell
-48,121
Closed -$2.95M – 868
2024
Q4 		$2.95M Buy
48,121
+7,681
+19% +$481K 0.03% 457
2024
Q3 		$2.29M Buy
40,440
+20,502
+103% +$1.07M 0.02% 546
2024
Q2 		$886K Buy
19,938
+9,265
+87% +$376K 0.01% 709
2024
Q1 		$375K Buy
10,673
+1,600
+18% +$55.9K ﹤0.01% 890
2023
Q4 		$341K Sell
9,073
-209
-2% -$6.61K ﹤0.01% 1137
2023
Q3 		$273K Sell
9,282
-1,467
-14% -$45.6K ﹤0.01% 1209
2023
Q2 		$300K Sell
10,749
-1,269
-11% -$39.4K ﹤0.01% 1242
2023
Q1 		$461K Buy
12,018
+157
+1% +$7.2K 0.01% 1129
2022
Q4 		$553K Buy
11,861
+1,339
+13% +$63.3K 0.01% 847
2022
Q3 		$456K Buy
10,522
+772
+8% +$34.2K 0.01% 818
2022
Q2 		$405K Buy
+9,750
New +$429K ﹤0.01% 951

Other funds holding HTLF

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

New York Life Investment Management's HTLF Position: Q1 2025 in Review

New York Life Investment Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 48,121 shares — an estimated $2.95M sold.

New York Life Investment Management first reported a position in HTLF in Q2 2022 and held it in 11 quarters. The position peaked at $2.95M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • New York Life Investment Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • New York Life Investment Management sold 48,121 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $2.95M.
  • New York Life Investment Management first reported a position in Heartland Financial USA, Inc. in Q2 2022 and held it in 11 quarters.
  • New York Life Investment Management's Heartland Financial USA, Inc. position peaked at $2.95M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on New York Life Investment Management's 13F filing for Q1 2025, filed 8 May 2025.