Gradient Investments’s Holley HLLY Stock Holding History

Gradient Investments’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
2024 Q1	–	Sell	-105	Closed	-$511	–	1495
2023 Q4	$511	Hold	105	–	–	﹤0.01%	1589
2023 Q3	$524	Buy	+105	New	+$595	﹤0.01%	1546

Other funds holding HLLY

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments's HLLY Position: Q1 2024 in Review

Gradient Investments sold out of Holley (HLLY) in Q1 2024, closing a stake of 105 shares — an estimated $511 sold.

Gradient Investments first reported a position in HLLY in Q3 2023 and held it in 2 quarters. The position peaked at $524 in Q3 2023. 118 funds tracked by Wall St. Rank hold HLLY as of Q1 2024.

Gradient Investments reported no remaining Holley position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 105 Holley shares in Q1 2024, an estimated $511.
Gradient Investments first reported a position in Holley in Q3 2023 and held it in 2 quarters.
Gradient Investments's Holley position peaked at $524 in Q3 2023.
118 funds tracked by Wall St. Rank held Holley as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.