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Adirondack Retirement Specialists’s Hagerty HGTY Stock Holding History

Adirondack Retirement Specialists’s Portfolio HGTY Stock Details HGTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-100
Closed -$936 – 69
2023
Q2 		$936 Hold
100
– – ﹤0.01% 119
2023
Q1 		$847 Hold
100
– – ﹤0.01% 133
2022
Q4 		$841 Hold
100
– – ﹤0.01% 107
2022
Q3 		$1K Buy
+100
New +$1.13K ﹤0.01% 107

Other funds holding HGTY

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PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WCAU
Working Capital Advisors (UK) London, United Kingdom $59.1M AUM 3.38% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Adirondack Retirement Specialists's HGTY Position: Q3 2023 in Review

Adirondack Retirement Specialists sold out of Hagerty (HGTY) in Q3 2023, closing a stake of 100 shares — an estimated $936 sold.

Adirondack Retirement Specialists first reported a position in HGTY in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 74 funds tracked by Wall St. Rank hold HGTY as of Q3 2023.

  • Adirondack Retirement Specialists reported no remaining Hagerty position as of Q3 2023 after selling out during the quarter.
  • Adirondack Retirement Specialists sold 100 Hagerty shares in Q3 2023, an estimated $936.
  • Adirondack Retirement Specialists first reported a position in Hagerty in Q3 2022 and held it in 4 quarters.
  • Adirondack Retirement Specialists's Hagerty position peaked at $1K in Q3 2022.
  • 74 funds tracked by Wall St. Rank held Hagerty as of Q3 2023.

Based on Adirondack Retirement Specialists's 13F filing for Q3 2023, filed 24 Oct 2023.