United Capital Financial Advisors’s Heartland Financial USA, Inc. HTLF Stock Holding History

United Capital Financial Advisors’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 Q1	–	Sell	-17,206	Closed	-$802K	–	1087
2022 Q4	$802K	Buy	17,206 +2,607	+18%	+$123K	﹤0.01%	666
2022 Q3	$633K	Sell	14,599 -23	-0.2%	-$1.02K	﹤0.01%	711
2022 Q2	$607K	Buy	14,622 +23	+0.2%	+$1.01K	﹤0.01%	752
2022 Q1	$698K	Hold	14,599	–	–	﹤0.01%	757
2021 Q4	$739K	Hold	14,599	–	–	﹤0.01%	761
2021 Q3	$702K	Hold	14,599	–	–	﹤0.01%	765
2021 Q2	$686K	Hold	14,599	–	–	﹤0.01%	790
2021 Q1	$734K	Buy	+14,599	New	+$687K	﹤0.01%	747

Other funds holding HTLF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

United Capital Financial Advisors's HTLF Position: Q1 2023 in Review

United Capital Financial Advisors sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2023, closing a stake of 17,206 shares — an estimated $802K sold.

United Capital Financial Advisors first reported a position in HTLF in Q1 2021 and held it in 8 quarters. The position peaked at $802K in Q4 2022. 193 funds tracked by Wall St. Rank hold HTLF as of Q1 2023.

United Capital Financial Advisors reported no remaining Heartland Financial USA, Inc. position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 17,206 Heartland Financial USA, Inc. shares in Q1 2023, an estimated $802K.
United Capital Financial Advisors first reported a position in Heartland Financial USA, Inc. in Q1 2021 and held it in 8 quarters.
United Capital Financial Advisors's Heartland Financial USA, Inc. position peaked at $802K in Q4 2022.
193 funds tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.