FIM
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Freedom Investment Management’s Hagerty HGTY Stock Holding History

Freedom Investment 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
-13,775
Closed -$149K – 778
2022
Q1 		$149K Sell
13,775
-9,074
-40% -$130K 0.01% 735
2021
Q4 		$324K Buy
+22,849
New +$357K 0.02% 651

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Freedom Investment Management's HGTY Position: Q2 2022 in Review

Freedom Investment Management sold out of Hagerty (HGTY) in Q2 2022, closing a stake of 13,775 shares — an estimated $149K sold.

Freedom Investment Management first reported a position in HGTY in Q4 2021 and held it in 2 quarters. The position peaked at $324K in Q4 2021. 62 funds tracked by Wall St. Rank hold HGTY as of Q2 2022.

  • Freedom Investment Management reported no remaining Hagerty position as of Q2 2022 after selling out during the quarter.
  • Freedom Investment Management sold 13,775 Hagerty shares in Q2 2022, an estimated $149K.
  • Freedom Investment Management first reported a position in Hagerty in Q4 2021 and held it in 2 quarters.
  • Freedom Investment Management's Hagerty position peaked at $324K in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Hagerty as of Q2 2022.

Based on Freedom Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.