Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Hagerty HGTY Stock Holding History

Cambridge Investment Research Advisors’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
Q4 		– Sell
-10,353
Closed -$85K – 3239
2023
Q3 		$85K Sell
10,353
-195
-2% -$1.71K ﹤0.01% 2980
2023
Q2 		$99K Buy
10,548
+179
+2% +$1.65K ﹤0.01% 3001
2023
Q1 		$91K Buy
10,369
+124
+1% +$1.13K ﹤0.01% 2975
2022
Q4 		$86K Sell
10,245
-521
-5% -$4.53K ﹤0.01% 2935
2022
Q3 		$97K Buy
+10,766
New +$122K ﹤0.01% 2860

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MG
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Vanguard Group
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GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 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

Cambridge Investment Research Advisors's HGTY Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Hagerty (HGTY) in Q4 2023, closing a stake of 10,353 shares — an estimated $85K sold.

Cambridge Investment Research Advisors first reported a position in HGTY in Q3 2022 and held it in 5 quarters. The position peaked at $99K in Q2 2023. 73 funds tracked by Wall St. Rank hold HGTY as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Hagerty position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 10,353 Hagerty shares in Q4 2023, an estimated $85K.
  • Cambridge Investment Research Advisors first reported a position in Hagerty in Q3 2022 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's Hagerty position peaked at $99K in Q2 2023.
  • 73 funds tracked by Wall St. Rank held Hagerty as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.