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HGTY icon

B. Metzler seel. Sohn & Co’s Hagerty HGTY Stock Holding History

B. Metzler seel. Sohn & Co’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
2022
Q4 		– Sell
-36,120
Closed -$325K – 734
2022
Q3 		$325K Hold
36,120
– – 0.01% 616
2022
Q2 		$415K Hold
36,120
– – 0.01% 583
2022
Q1 		$390K Buy
36,120
+9,176
+34% +$131K 0.01% 646
2021
Q4 		$407K Buy
+26,944
New +$421K 0.01% 601

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GIM
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GRIM
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B. Metzler seel. Sohn & Co's HGTY Position: Q4 2022 in Review

B. Metzler seel. Sohn & Co sold out of Hagerty (HGTY) in Q4 2022, closing a stake of 36,120 shares — an estimated $325K sold.

B. Metzler seel. Sohn & Co first reported a position in HGTY in Q4 2021 and held it in 4 quarters. The position peaked at $415K in Q2 2022. 69 funds tracked by Wall St. Rank hold HGTY as of Q4 2022.

  • B. Metzler seel. Sohn & Co reported no remaining Hagerty position as of Q4 2022 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 36,120 Hagerty shares in Q4 2022, an estimated $325K.
  • B. Metzler seel. Sohn & Co first reported a position in Hagerty in Q4 2021 and held it in 4 quarters.
  • B. Metzler seel. Sohn & Co's Hagerty position peaked at $415K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held Hagerty as of Q4 2022.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2022, filed 13 Feb 2023.