Lindbrook Capital’s Holley HLLY Stock Holding History

Lindbrook Capital’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 Q1	–	Sell	-170	Closed	-$513	–	2852
2024 Q4	$513	Buy	+170	New	+$476	﹤0.01%	2612

Other funds holding HLLY

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lindbrook Capital's HLLY Position: Q1 2025 in Review

Lindbrook Capital sold out of Holley (HLLY) in Q1 2025, closing a stake of 170 shares — an estimated $513 sold.

Lindbrook Capital first reported a position in HLLY in Q4 2024 and held it in 1 quarter. The position peaked at $513 in Q4 2024. 118 funds tracked by Wall St. Rank hold HLLY as of Q1 2025.

Lindbrook Capital reported no remaining Holley position as of Q1 2025 after selling out during the quarter.
Lindbrook Capital sold 170 Holley shares in Q1 2025, an estimated $513.
Lindbrook Capital first reported a position in Holley in Q4 2024 and held it in 1 quarter.
Lindbrook Capital's Holley position peaked at $513 in Q4 2024.
118 funds tracked by Wall St. Rank held Holley as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.