CMBA
HLLY icon

C.M. Bidwell & Associates’s Holley HLLY Stock Holding History

C.M. Bidwell & Associates’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,750
Closed -$109K – 528
2023
Q3 		$109K Buy
+21,750
New +$123K 0.08% 215

Other funds holding HLLY

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

C.M. Bidwell & Associates's HLLY Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Holley (HLLY) in Q4 2023, closing a stake of 21,750 shares — an estimated $109K sold.

C.M. Bidwell & Associates first reported a position in HLLY in Q3 2023 and held it in 1 quarter. The position peaked at $109K in Q3 2023. 115 funds tracked by Wall St. Rank hold HLLY as of Q4 2023.

  • C.M. Bidwell & Associates reported no remaining Holley position as of Q4 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 21,750 Holley shares in Q4 2023, an estimated $109K.
  • C.M. Bidwell & Associates first reported a position in Holley in Q3 2023 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Holley position peaked at $109K in Q3 2023.
  • 115 funds tracked by Wall St. Rank held Holley as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.