Simplex Trading
HTLF

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

Simplex Trading’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
Q2 		– Sell
-164
Closed -$5K – 10066
2024
Q1 		$5K Sell
164
-459
-74% -$16K ﹤0.01% 8058
2023
Q4 		$23K Sell
623
-16
-3% -$506 ﹤0.01% 6826
2023
Q3 		$18K Buy
+639
New +$19.9K ﹤0.01% 6734
2017
Q2 		– Sell
-1,109
Closed -$52.6K – 6927
2017
Q1 		$55K Buy
+1,109
New +$53.5K ﹤0.01% 2271

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
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Simplex Trading's HTLF Position: Q2 2024 in Review

Simplex Trading sold out of Heartland Financial USA, Inc. (HTLF) in Q2 2024, closing a stake of 164 shares — an estimated $5K sold.

Simplex Trading first reported a position in HTLF in Q1 2017 and held it in 4 quarters. The position peaked at $55K in Q1 2017. 217 funds tracked by Wall St. Rank hold HTLF as of Q2 2024.

  • Simplex Trading reported no remaining Heartland Financial USA, Inc. position as of Q2 2024 after selling out during the quarter.
  • Simplex Trading sold 164 Heartland Financial USA, Inc. shares in Q2 2024, an estimated $5K.
  • Simplex Trading first reported a position in Heartland Financial USA, Inc. in Q1 2017 and held it in 4 quarters.
  • Simplex Trading's Heartland Financial USA, Inc. position peaked at $55K in Q1 2017.
  • 217 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q2 2024.

Based on Simplex Trading's 13F filing for Q2 2024, filed 25 Jul 2024.