SEI Investments’s Hagerty HGTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-187,263
Closed -$1.68M 2600
2022
Q3
$1.68M Hold
187,263
﹤0.01% 1614
2022
Q2
$2.15M Hold
187,263
﹤0.01% 1522
2022
Q1
$2.02M Buy
187,263
+47,619
+34% +$514K ﹤0.01% 1535
2021
Q4
$1.98M Buy
+139,644
New +$1.98M ﹤0.01% 1590