Janney Montgomery Scott
HLLY icon

Janney Montgomery Scott’s Holley HLLY Stock Holding History

Janney Montgomery Scott’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
2025
Q3 		– Sell
-12,272
Closed -$25K – 2912
2025
Q2 		$25K Sell
12,272
-2,986
-20% -$6.33K ﹤0.01% 2684
2025
Q1 		$39K Sell
15,258
-777
-5% -$2.18K ﹤0.01% 2643
2024
Q4 		$48K Buy
16,035
+3,210
+25% +$8.99K ﹤0.01% 2655
2024
Q3 		$38K Buy
12,825
+2,456
+24% +$8.23K ﹤0.01% 2624
2024
Q2 		$37K Buy
+10,369
New +$40.4K ﹤0.01% 2567
2024
Q1 		– Sell
-10,885
Closed -$53K – 2767
2023
Q4 		$53K Hold
10,885
– – ﹤0.01% 2582
2023
Q3 		$54K Sell
10,885
-311
-3% -$1.76K ﹤0.01% 2511
2023
Q2 		$46K Sell
11,196
-1,646
-13% -$4.91K ﹤0.01% 2595
2023
Q1 		$35K Buy
12,842
+936
+8% +$2.39K ﹤0.01% 2423
2022
Q4 		$25K Buy
11,906
+551
+5% +$1.73K ﹤0.01% 2532
2022
Q3 		$46K Buy
+11,355
New +$84.9K ﹤0.01% 2452

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return