EWM
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Evermay Wealth Management’s Hagerty HGTY Stock Holding History

Evermay Wealth Management’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
-350
Closed -$2.94K – 563
2022
Q4 		$2.94K Buy
+350
New +$3.04K ﹤0.01% 481

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CIM
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Evermay Wealth Management's HGTY Position: Q1 2023 in Review

Evermay Wealth Management sold out of Hagerty (HGTY) in Q1 2023, closing a stake of 350 shares — an estimated $2.94K sold.

Evermay Wealth Management first reported a position in HGTY in Q4 2022 and held it in 1 quarter. The position peaked at $2.94K in Q4 2022. 63 funds tracked by Wall St. Rank hold HGTY as of Q1 2023.

  • Evermay Wealth Management reported no remaining Hagerty position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 350 Hagerty shares in Q1 2023, an estimated $2.94K.
  • Evermay Wealth Management first reported a position in Hagerty in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Hagerty position peaked at $2.94K in Q4 2022.
  • 63 funds tracked by Wall St. Rank held Hagerty as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.