WCMNY
HTLF

Westchester Capital Management (New York)’s Heartland Financial USA, Inc. HTLF Stock Holding History

Westchester Capital Management (New York)’s Portfolio HTLF Stock Details HTLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,006,891
Closed -$61.7M – 202
2024
Q4 		$61.7M Buy
1,006,891
+424,011
+73% +$26M 3.36% 7
2024
Q3 		$33M Buy
582,880
+421,000
+260% +$23.9M 1.41% 17
2024
Q2 		$7.2M Buy
+161,880
New +$7.2M 0.27% 50