S
HTLF

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

Sachetta’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
2024
Q4 		– Sell
-57
Closed -$3.23K – 1292
2024
Q3 		$3.23K Hold
57
– – ﹤0.01% 750
2024
Q2 		$3.04K Hold
57
– – ﹤0.01% 722
2024
Q1 		$2.14K Hold
57
– – ﹤0.01% 716
2023
Q4 		$2.14K Buy
+57
New +$1.8K ﹤0.01% 716

Other funds holding HTLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sachetta's HTLF Position: Q4 2024 in Review

Sachetta sold out of Heartland Financial USA, Inc. (HTLF) in Q4 2024, closing a stake of 57 shares — an estimated $3.23K sold.

Sachetta first reported a position in HTLF in Q4 2023 and held it in 4 quarters. The position peaked at $3.23K in Q3 2024. 237 funds tracked by Wall St. Rank hold HTLF as of Q4 2024.

  • Sachetta reported no remaining Heartland Financial USA, Inc. position as of Q4 2024 after selling out during the quarter.
  • Sachetta sold 57 Heartland Financial USA, Inc. shares in Q4 2024, an estimated $3.23K.
  • Sachetta first reported a position in Heartland Financial USA, Inc. in Q4 2023 and held it in 4 quarters.
  • Sachetta's Heartland Financial USA, Inc. position peaked at $3.23K in Q3 2024.
  • 237 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q4 2024.

Based on Sachetta's 13F filing for Q4 2024, filed 21 Jan 2025.