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Oppenheimer Asset Management’s Hagerty HGTY Stock Holding History

Oppenheimer Asset 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
Q4 		– Sell
-45,686
Closed -$411K – 1160
2022
Q3 		$411K Buy
45,686
+470
+1% +$5.32K 0.01% 877
2022
Q2 		$520K Buy
45,216
+19
+0% +$192 0.01% 845
2022
Q1 		$488K Buy
45,197
+11,603
+35% +$166K 0.01% 921
2021
Q4 		$476K Buy
+33,594
New +$525K 0.01% 972

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MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
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
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

Oppenheimer Asset Management's HGTY Position: Q4 2022 in Review

Oppenheimer Asset Management sold out of Hagerty (HGTY) in Q4 2022, closing a stake of 45,686 shares — an estimated $411K sold.

Oppenheimer Asset Management first reported a position in HGTY in Q4 2021 and held it in 4 quarters. The position peaked at $520K in Q2 2022. 69 funds tracked by Wall St. Rank hold HGTY as of Q4 2022.

  • Oppenheimer Asset Management reported no remaining Hagerty position as of Q4 2022 after selling out during the quarter.
  • Oppenheimer Asset Management sold 45,686 Hagerty shares in Q4 2022, an estimated $411K.
  • Oppenheimer Asset Management first reported a position in Hagerty in Q4 2021 and held it in 4 quarters.
  • Oppenheimer Asset Management's Hagerty position peaked at $520K in Q2 2022.
  • 69 funds tracked by Wall St. Rank held Hagerty as of Q4 2022.

Based on Oppenheimer Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.