AIM
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Aigen Investment Management’s Heritage Insurance Holdings HRTG Stock Holding History

Aigen Investment Management’s Portfolio HRTG Stock Details HRTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16,511
Closed -$177K – 1016
2020
Q1 		$177K Buy
16,511
+9,863
+148% +$117K 0.02% 742
2019
Q4 		$88K Buy
+6,648
New +$91.3K 0.01% 710

Other funds holding HRTG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Aigen Investment Management's HRTG Position: Q2 2020 in Review

Aigen Investment Management sold out of Heritage Insurance Holdings (HRTG) in Q2 2020, closing a stake of 16,511 shares — an estimated $177K sold.

Aigen Investment Management first reported a position in HRTG in Q4 2019 and held it in 2 quarters. The position peaked at $177K in Q1 2020. 117 funds tracked by Wall St. Rank hold HRTG as of Q2 2020.

  • Aigen Investment Management reported no remaining Heritage Insurance Holdings position as of Q2 2020 after selling out during the quarter.
  • Aigen Investment Management sold 16,511 Heritage Insurance Holdings shares in Q2 2020, an estimated $177K.
  • Aigen Investment Management first reported a position in Heritage Insurance Holdings in Q4 2019 and held it in 2 quarters.
  • Aigen Investment Management's Heritage Insurance Holdings position peaked at $177K in Q1 2020.
  • 117 funds tracked by Wall St. Rank held Heritage Insurance Holdings as of Q2 2020.

Based on Aigen Investment Management's 13F filing for Q2 2020, filed 10 Aug 2020.