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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,006,891
Closed -$61.7M – 211
2024
Q4 		$61.7M Buy
1,006,891
+424,011
+73% +$26.5M 3.36% 8
2024
Q3 		$33M Buy
582,880
+421,000
+260% +$22M 1.41% 18
2024
Q2 		$7.2M Buy
+161,880
New +$6.56M 0.27% 59

Other funds holding HTLF

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Westchester Capital Management (New York)'s HTLF Position: Q1 2025 in Review

Westchester Capital Management (New York) sold out of Heartland Financial USA, Inc. (HTLF) in Q1 2025, closing a stake of 1,006,891 shares — an estimated $61.7M sold.

Westchester Capital Management (New York) first reported a position in HTLF in Q2 2024 and held it in 3 quarters. The position peaked at $61.7M in Q4 2024. 1 fund tracked by Wall St. Rank holds HTLF as of Q1 2025.

  • Westchester Capital Management (New York) reported no remaining Heartland Financial USA, Inc. position as of Q1 2025 after selling out during the quarter.
  • Westchester Capital Management (New York) sold 1,006,891 Heartland Financial USA, Inc. shares in Q1 2025, an estimated $61.7M.
  • Westchester Capital Management (New York) first reported a position in Heartland Financial USA, Inc. in Q2 2024 and held it in 3 quarters.
  • Westchester Capital Management (New York)'s Heartland Financial USA, Inc. position peaked at $61.7M in Q4 2024.
  • 1 fund tracked by Wall St. Rank held Heartland Financial USA, Inc. as of Q1 2025.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2025, filed 14 May 2025.