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Kovitz Investment Group Partners’s
Holley
HLLY
Stock Holding History
Kovitz Investment Group Partners’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
Q4
–
Sell
-33,401
Closed
-$105K
–
825
2025
Q3
$105K
Hold
33,401
–
–
﹤0.01%
1369
2025
Q2
$66.8K
Sell
33,401
-14,616
-30%
-$31K
﹤0.01%
1341
2025
Q1
$123K
Buy
+48,017
New
+$135K
﹤0.01%
1207
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WA
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CCG
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$1.37T AUM
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1-Year Est. Return
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Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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