UBS AM’s Hagerty HGTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $895K | Buy |
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|
2025
Q1 | $580K | Hold |
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|
2024
Q4 | $620K | Buy |
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|
2024
Q3 | $606K | Sell |
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|
2024
Q2 | $692K | Buy |
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|
2024
Q1 | $191K | Hold |
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|
2023
Q4 | $163K | Hold |
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|
2023
Q3 | $170K | Hold |
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|
2023
Q2 | $182K | Hold |
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|
2023
Q1 | $182K | Hold |
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|
2022
Q4 | $175K | Hold |
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|
2022
Q3 | $187K | Hold |
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|
2022
Q2 | $240K | Buy |
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