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FJ Capital Management’s Hagerty HGTY Stock Holding History

FJ Capital 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
2022
Q2 		– Sell
-158,288
Closed -$1.71M – 103
2022
Q1 		$1.71M Sell
158,288
-141,712
-47% -$2.03M 0.15% 65
2021
Q4 		$4.22M Buy
+300,000
New +$4.68M 0.35% 58

Other funds holding HGTY

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WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
GRIM
Greenhaven Road Investment Management Greenwich, Connecticut $145M AUM 13.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FJ Capital Management's HGTY Position: Q2 2022 in Review

FJ Capital Management sold out of Hagerty (HGTY) in Q2 2022, closing a stake of 158,288 shares — an estimated $1.71M sold.

FJ Capital Management first reported a position in HGTY in Q4 2021 and held it in 2 quarters. The position peaked at $4.22M in Q4 2021. 62 funds tracked by Wall St. Rank hold HGTY as of Q2 2022.

  • FJ Capital Management reported no remaining Hagerty position as of Q2 2022 after selling out during the quarter.
  • FJ Capital Management sold 158,288 Hagerty shares in Q2 2022, an estimated $1.71M.
  • FJ Capital Management first reported a position in Hagerty in Q4 2021 and held it in 2 quarters.
  • FJ Capital Management's Hagerty position peaked at $4.22M in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Hagerty as of Q2 2022.

Based on FJ Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.