Lido Advisors
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Lido Advisors’s Holley HLLY Stock Holding History

Lido Advisors’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
Q3 		– Sell
-30,907
Closed -$111K – 1508
2024
Q2 		$111K Hold
30,907
– – ﹤0.01% 1336
2024
Q1 		$138K Sell
30,907
-2,268
-7% -$10.4K ﹤0.01% 1305
2023
Q4 		$162K Buy
+33,175
New +$147K ﹤0.01% 1250

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $66.6B AUM 7.35% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $814M AUM 32.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Lido Advisors's HLLY Position: Q3 2024 in Review

Lido Advisors sold out of Holley (HLLY) in Q3 2024, closing a stake of 30,907 shares — an estimated $111K sold.

Lido Advisors first reported a position in HLLY in Q4 2023 and held it in 3 quarters. The position peaked at $162K in Q4 2023. 130 funds tracked by Wall St. Rank hold HLLY as of Q3 2024.

  • Lido Advisors reported no remaining Holley position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 30,907 Holley shares in Q3 2024, an estimated $111K.
  • Lido Advisors first reported a position in Holley in Q4 2023 and held it in 3 quarters.
  • Lido Advisors's Holley position peaked at $162K in Q4 2023.
  • 130 funds tracked by Wall St. Rank held Holley as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.