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Clear Perspectives Financial Planning’s Hagerty HGTY Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-6,000
Closed -$50.5K – 211
2022
Q4 		$50.5K Hold
6,000
– – 0.03% 80
2022
Q3 		$54K Hold
6,000
– – 0.03% 79
2022
Q2 		$69K Hold
6,000
– – 0.03% 75
2022
Q1 		$65K Hold
6,000
– – 0.02% 84
2021
Q4 		$85K Buy
+6,000
New +$93.7K 0.03% 82

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Clear Perspectives Financial Planning's HGTY Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of Hagerty (HGTY) in Q1 2023, closing a stake of 6,000 shares — an estimated $50.5K sold.

Clear Perspectives Financial Planning first reported a position in HGTY in Q4 2021 and held it in 5 quarters. The position peaked at $85K in Q4 2021. 63 funds tracked by Wall St. Rank hold HGTY as of Q1 2023.

  • Clear Perspectives Financial Planning reported no remaining Hagerty position as of Q1 2023 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 6,000 Hagerty shares in Q1 2023, an estimated $50.5K.
  • Clear Perspectives Financial Planning first reported a position in Hagerty in Q4 2021 and held it in 5 quarters.
  • Clear Perspectives Financial Planning's Hagerty position peaked at $85K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held Hagerty as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.