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TD Waterhouse Canada’s Hagerty HGTY Stock Holding History

TD Waterhouse Canada’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
Q3 		– Sell
-500
Closed -$5.86K – 1739
2022
Q2 		$5.86K Buy
500
+200
+67% +$2.02K ﹤0.01% 1357
2022
Q1 		$3.28K Buy
+300
New +$4.29K ﹤0.01% 1525

Other funds holding HGTY

State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
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
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

TD Waterhouse Canada's HGTY Position: Q3 2022 in Review

TD Waterhouse Canada sold out of Hagerty (HGTY) in Q3 2022, closing a stake of 500 shares — an estimated $5.86K sold.

TD Waterhouse Canada first reported a position in HGTY in Q1 2022 and held it in 2 quarters. The position peaked at $5.86K in Q2 2022. 58 funds tracked by Wall St. Rank hold HGTY as of Q3 2022.

  • TD Waterhouse Canada reported no remaining Hagerty position as of Q3 2022 after selling out during the quarter.
  • TD Waterhouse Canada sold 500 Hagerty shares in Q3 2022, an estimated $5.86K.
  • TD Waterhouse Canada first reported a position in Hagerty in Q1 2022 and held it in 2 quarters.
  • TD Waterhouse Canada's Hagerty position peaked at $5.86K in Q2 2022.
  • 58 funds tracked by Wall St. Rank held Hagerty as of Q3 2022.

Based on TD Waterhouse Canada's 13F filing for Q3 2022, filed 13 Nov 2023.