Voloridge Investment Management
HTLF

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

Voloridge 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
-54,966
Closed -$3.37M – 1412
2024
Q4 		$3.37M Sell
54,966
-26,396
-32% -$1.65M 0.01% 862
2024
Q3 		$4.61M Sell
81,362
-168,333
-67% -$8.81M 0.02% 797
2024
Q2 		$11.1M Buy
249,695
+139,548
+127% +$5.66M 0.04% 538
2024
Q1 		$3.87M Buy
110,147
+69,171
+169% +$2.41M 0.01% 708
2023
Q4 		$1.54M Sell
40,976
-19,383
-32% -$613K 0.01% 883
2023
Q3 		$1.78M Buy
+60,359
New +$1.88M 0.01% 955
2020
Q3 		– Sell
-7,297
Closed -$244K – 1550
2020
Q2 		$244K Buy
+7,297
New +$228K ﹤0.01% 1167

Other funds holding HTLF

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Voloridge Investment Management's HTLF Position: Q1 2025 in Review

Voloridge Investment Management sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 54,966 shares — an estimated $3.37M sold.

Voloridge Investment Management first reported a position in HTLF in Q2 2020 and held it in 7 quarters. The position peaked at $11.1M in Q2 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Voloridge Investment Management reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Voloridge Investment Management sold 54,966 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $3.37M.
  • Voloridge Investment Management first reported a position in Heartland Financial USA, Inc. in Q2 2020 and held it in 7 quarters.
  • Voloridge Investment Management's Heartland Financial USA, Inc. position peaked at $11.1M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Voloridge Investment Management's 13F filing for Q1 2025, filed 15 May 2025.